Richard Olson, financial advisor Lake Elsinore CA

Richard Olson

CRD Number: 5524297
Current Firm: Brokers Financial

Richard Olson (CRD# 5524297) is an Investment Advisor Representative working at Brokers Financial in Lake Elsinore, CA and has over 15 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Lake Elsinore CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Lake Elsinore CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Similar Advisors
Kirsten Tangeman, financial advisor Lake Elsinore CA
Kirsten B. Tangeman
CRD# 2238419
Lpl Financial LLC
Company Name Location Dates Years
Brokers International Financial Services Lake Elsinore, CA Jan 2020 - Current 4
H. Beck, Inc. Bethesda, MD Dec 2011 - Jan 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Richard E. Olson
Phone Number: 877-886-1939
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.