Unclaimed Profile

Larry Gene Olsen

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC·DAVIS, California

Clean recordCARBAHAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Larry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Larry is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

AUM

$180M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2661195

Firm CRD# 151765

View on FINRA BrokerCheck →

Looking for a financial advisor in DAVIS?

Browse all registered financial advisors in DAVIS, California or claim this profile if it's yours.

Browse DAVIS Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →