Unclaimed Profile

Alferd Craig Olson

THE CAPROCK GROUP, INC.·BOISE, Idaho

Series 65Clean record20 years registeredTHE CAPROCK GROUP, INC.

805 WEST IDAHO STREET, BOISE, ID 83702CRD# 5007938Firm CRD# 124272

Profile Verification

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

Identity

Alferd Craig Olson · BOISE, ID

Registration

CRD #5007938 · THE CAPROCK GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CAPROCK GROUP, INC.

THE CAPROCK GROUP, INC.

Jan 2019 – Feb 2020

BOISE, ID

THE CAPROCK GROUP, INC.

Sep 2005 – Aug 2018

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 12, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CAPROCK GROUP, LLC

CRD 124272 · SEC 801-61642

AUM

$9.4B

Regulatory assets under management

Employees

386 client accounts

Services offered by THE CAPROCK GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE CAPROCK GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Alferd Craig Olson offer?

Alferd Craig Olson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Alferd Craig Olson's credentials?

Alferd Craig Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alferd Craig Olson located?

Alferd Craig Olson is based in BOISE, Idaho, last registered with THE CAPROCK GROUP, INC..

How does Alferd Craig Olson charge for services?

Alferd Craig Olson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPROCK GROUP, INC.?

THE CAPROCK GROUP, INC. has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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