LO
Larry Olsen
from Carbahal Olsen Financial Services Group LLC
Larry Olsen is a financial advisor based in California, Davis,
with 29 years of experience. Larry currently works for
Carbahal Olsen Financial Services Group LLC.
Larry maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Larry Olsen works at Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC is a financial advisory firm based in Davis, California. It currently has approximately $148,156,733 of assets under management and employs about 5 people. Carbahal Olsen Financial Services Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1107 Kennedy Place, Suite 3, Davis, California, 95616
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