Paul OlsenCRD Number: 1045848
Current Firm: Grove Point Advisors, LLC
Paul Olsen (CRD# 1045848) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Spokane, WA and has over 28 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Interfund Management Services, Inc.
Charles Schwab & Company, Inc.
|Grove Point Advisors, LLC||Rockville, MD||Apr 2021 - Current||1|
|Grove Point Investments, LLC||Rockville, MD||Apr 2021 - Current||1|
|H. Beck, Inc.||Rockville, MD||Aug 2010 - Mar 2021||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management2,115MILLIONS
Total Number of Accounts7,795ACCOUNTS
Average Account Value$271,273
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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