PO
PO

Peter Olsen

24 Years of Experience
Los Angeles, CA
Broker

Peter Olsen is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 24 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

Get directions

History

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
Capital Client Group, INC.
April 2013 - Present · 13 yrs 1 mo
Capital Client Group, INC.Broker
March 2012 - Present · 14 yrs 2 mos
Capital Client Group, INC.
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - February 2012 · 1 yr 9 mos
Columbia Management Investment Advisers, LLC
May 2010 - February 2012 · 1 yr 9 mos
Columbia Management Distributors, INC.Broker
January 2006 - May 2010 · 4 yrs 4 mos
Columbia Management Advisors, LLC
January 2006 - May 2010 · 4 yrs 4 mos
Waddell & Reed, INC.Broker
November 2005 - February 2006 · 3 mos
Chase Investment Services CORP.
January 2003 - October 2005 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
January 2003 - October 2005 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 2001 - January 2003 · 1 yr 7 mos
State Registrations3 states
CACTNY
AdvisorBroker

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.