Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC (CRD# 151765) is a financial advisory firm headquartered in Davis, CA. They manage $80,325,884 in 425 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts425ACCOUNTS
Average Account Value$189,002
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Larry Olsen (CRD# 2661195) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 21 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.
Manuel Carbahal (CRD# 4319110) is an Investment Advisor Representative working at Carbahal Olsen Financial Services Group LLC in Davis, CA and has over 13 years of experience in the finance industry.