Poul Olsen is a registered investment advisor, based in san francisco, CA, with 28 years of industry experience.
Location
455 Market Street, suite 2070, san francisco, CA, 94105
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cnr Securities, LLC
August 2003 - Present · 22 yrs 9 mos
Cnr Securities, LLCBroker
August 2003 - Present · 22 yrs 9 mos
RBC Rochdale, LLC
August 2003 - Present · 22 yrs 9 mos
Previous Registrations
Electronic Global Securities, INC.Broker
January 2002 - August 2002 · 7 mos
Banc of America Securities LLCBroker
October 1997 - May 2000 · 2 yrs 7 mos
Montgomery SecuritiesBroker
March 1997 - October 1997 · 7 mos
Robertson, Stephens & Company LLCBroker
November 1994 - February 1997 · 2 yrs 3 mos
State Registrations29 states
AZCACODCDEFLHIIDILINLAMAMDMIMNMTNCNDNVNYORRISDTNTXUTVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.