Rebecca Lees has been an investment adviser representative at Olio Financial Planning since October 2026, and is not listed among the firm’s executive officers or direct owners.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Rebecca Lees’ longest registration was 2 years at Core Planning (2024–2026). Before joining Olio Financial Planning in 2026, Rebecca Lees was registered through Core Planning.
- Olio Financial PlanningCurrent– present · under a yearCrozet, VA · Adviser representative · Firm CRD 282355
- Core Planning– · 2 yearsCrozet, VA · Adviser representative · Firm CRD 154660
Investment adviser representative registrations
Rebecca Lees is registered as an investment adviser representative in Virginia, since October 2026.
- VirginiaSince 6 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rebecca Ellen Lees
- CRD
- 7979417
- Firm
- Olio Financial Planning · CRD 282355
- Office
- Crozet, VA
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Rebecca Lees work?
Rebecca Lees is an investment adviser representative registered through Olio Financial Planning, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rebecca Lees a financial advisor?
Yes. Rebecca Lees has a current investment-adviser registration in Virginia, through Olio Financial Planning since October 2026.
How many years of experience does Rebecca Lees have?
Rebecca Lees has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Rebecca Lees passed?
Rebecca Lees passed the Series 65 in August 2024.
Where is Rebecca Lees based?
Rebecca Lees’ registered office is in Crozet, VA.
Is Rebecca Lees registered with FINRA?
No. Rebecca Lees has no current broker registration.
How can I verify Rebecca Lees’ record?
Search CRD 7979417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Lees’ full registration record.