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David Brian Olsen

Cetera Advisors LLC

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About David Brian Olsen

David Brian Olsen is a financial advisor with Cetera Advisors LLC, a firm headquartered in Spokane, Washington. David has been in the financial services industry since 1985 and is licensed to provide investment advice in several states. David holds a variety of licenses, including Series 7, 63, 24, 27, 99TO and the SIE. David has been with Cetera Advisors LLC since February 28, 2012. Prior to that, David was registered with Pacific West Securities, Inc. and Interpacific Investors Services, Inc.

Firm Information

David Olsen is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Olsen’s Registration & Firm History

WA

02/28/2012 - Present

Cetera Advisors LLC (SPOKANE WA)

WA

04/15/2003 - 02/28/2012

PACIFIC WEST SECURITIES, INC. (SPOKANE WA)

WA

08/11/1987 - 04/14/2003

INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)

NA

08/27/1985 - 08/26/1987

RONALD EDWARD CATTON AND COMPANY

NA

11/29/1986 - 08/11/1987

COLUMBIA PACIFIC SECURITIES, INC.

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Licenses & Designations

IA

Issued 01/28/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/1992

Series 27 - Financial and Operations Principal Examination

BC

Issued 11/20/1990

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Brian Olsen.
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