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Patricia Lin Olmstead

PENNINGTON FINANCIAL GROUP·GOLD RIVER, California
Clean recordPENNINGTON FINANCIAL GROUP
11246 GOLD EXPRESS DRIVE, GOLD RIVER, CA 95670-4425CRD# 1886263Firm CRD# 108478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Lin Olmstead · GOLD RIVER, CA
Registration
CRD #1886263 · PENNINGTON FINANCIAL GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia Lin Olmstead is a registered financial advisor based in GOLD RIVER, California, affiliated with PENNINGTON FINANCIAL GROUP. 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
Introduction

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03

Firm Overview

Firm
PENNINGTON FINANCIAL GROUP
PENNINGTON FINANCIAL GROUP
AUM
$191M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PENNINGTON FINANCIAL GROUP →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1886263
Firm CRD# 108478
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Lin Olmstead offer?
Patricia Lin Olmstead specializes in Financial Planning, Investment Management. Contact their office in GOLD RIVER, California for a consultation.
What are Patricia Lin Olmstead's credentials?
Patricia Lin Olmstead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Lin Olmstead located?
Patricia Lin Olmstead is based in GOLD RIVER, California, working with PENNINGTON FINANCIAL GROUP. Their office serves clients in the GOLD RIVER metropolitan area and surrounding communities.
How does Patricia Lin Olmstead charge for services?
Patricia Lin Olmstead's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENNINGTON FINANCIAL GROUP?
PENNINGTON FINANCIAL GROUP has approximately 7 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENNINGTON FINANCIAL GROUP

Paul Charles Pennington
GOLD RIVER, CA

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Research
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