Unclaimed Profile

Larry Gene Olsen

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC·DAVIS, California

Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredCARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

1107 KENNEDY PLACE, DAVIS, CA 95616-1273CRD# 2661195Firm CRD# 151765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Gene Olsen · DAVIS, CA

Registration

CRD #2661195 · CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Jan 2010 – Jun 2024

DAVIS, CA

SECURITIES AMERICA ADVISORS, INC.

Jan 2009 – Jan 2010

LAVISTA, NE

BRECEK & YOUNG ADVISORS, INC.

Jun 2000 – Jan 2009

DAVIS, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 29, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

CRD 151765 · SEC 801-118793

AUM

$180M

Regulatory assets under management

Employees

521 client accounts

Services offered by CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Larry Gene Olsen offer?

Larry Gene Olsen specializes in Financial Planning, Investment Management.

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, last registered with CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC.

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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