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Larry Gene Olsen

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC·DAVIS, California
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1107 KENNEDY PLACE, DAVIS, CA 95616-1273CRD# 2661195Firm CRD# 151765
01

About

Larry Gene Olsen is a registered financial advisor based in DAVIS, California, affiliated with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2661195
Firm CRD# 151765
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Gene Olsen offer?
Larry Gene Olsen specializes in Financial Planning, Investment Management. Contact their office in DAVIS, California for a consultation.
What are Larry Gene Olsen's credentials?
Larry Gene Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Gene Olsen located?
Larry Gene Olsen is based in DAVIS, California, working with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How does Larry Gene Olsen charge for services?
Larry Gene Olsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC?
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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