Mark Olsen is a registered investment advisor at D.A. Davidson & CO., based in Lake Oswego, OR, with 50 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305
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Regulatory History
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
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Hammerbeck and Company, INC.Broker
Shearson Loeb Rhoades INC.Broker
Loeb PartnersBroker
Dean Witter Reynolds INC.Broker
Reynolds Securities, INC.Broker
State Registrations10 states
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