Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 28 years of experience in the finance industry. Larry Olsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2923073
Captrust
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2675476
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carbahal Olsen Financial Service Group LLC | Davis, CA | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts521ACCOUNTS
-
Average Account Value$345,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NH
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