James Olsen is a CFP-designated registered investment advisor, based in Gretna, LA, with 44 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1601 Belle Chasse Highway, Suite 200, Gretna, LA, 70056
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Regulatory History (1)
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Employment Separation After Allegations
April 2026Other Business Activities
James operates Legacy Investment Strategies, LLC as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates nearly full-time to providing investment advisory services through this firm, which is separate from LPL Financial.
Employment History
Current Registrations
Arkadios CapitalBroker
May 2026 - Present · 5 mos
Arkadios Wealth Advisors
May 2026 - Present · 5 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - May 2026 · 2 yrs
Legacy Investment Strategies, LLC
December 2011 - June 2026 · 14 yrs 6 mos
Crown Capital Securities, L.P.Broker
March 2000 - May 2024 · 24 yrs 2 mos
Mutual Service CorporationBroker
March 1999 - March 2000 · 1 yr
Bts Asset Management, INC.
February 1998 - July 2004 · 6 yrs 5 mos
Titan/value Equities Group, INC.Broker
July 1986 - March 1999 · 12 yrs 8 mos
Cardell & Associates, IncorporatedBroker
October 1984 - August 1986 · 1 yr 10 mos
Cardell & Associates, IncorporatedBroker
January 1984 - August 1984 · 7 mos
Guardian Investor Services CorporationBroker
April 1982 - February 1984 · 1 yr 10 mos
State Registrations20 states
ALAZCACOCTFLGALAMIMNMSNHNVNYORTNTXUTVAWY
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.
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