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Carol Lynn Olson

SANTA BARBARA ASSET MANAGEMENT, LLC·SANTA BARBARA, California
Unclaimed Profile
820 STATE STREET, SANTA BARBARA, CA 93101CRD# 1352968Firm CRD# 138123
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About

Carol Lynn Olson is a registered financial advisor based in SANTA BARBARA, California, affiliated with SANTA BARBARA ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SANTA BARBARA ASSET MANAGEMENT, LLC
SANTA BARBARA ASSET MANAGEMENT, LLC
AUM
$7.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SANTA BARBARA ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1352968
Firm CRD# 138123
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Lynn Olson offer?
Carol Lynn Olson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Carol Lynn Olson's credentials?
Carol Lynn Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Lynn Olson located?
Carol Lynn Olson is based in SANTA BARBARA, California, working with SANTA BARBARA ASSET MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Carol Lynn Olson charge for services?
Carol Lynn Olson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANTA BARBARA ASSET MANAGEMENT, LLC?
SANTA BARBARA ASSET MANAGEMENT, LLC has approximately 12 employees and manages $7.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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