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).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $189,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Carbahal Olsen Financial Services Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Larry G. Olsen
CRD#: 2661195
1107 Kennedy Place, Suite 4, Davis, CA 95616
96
Wealthminder
score

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.

2
Manuel A. Carbahal
CRD#: 4319110
1107 Kennedy Place, Suite 4, Davis, CA 95616
93
Wealthminder
score

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.

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