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James William Olsen

Legacy Investment Strategies, LLC

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About James William Olsen

James Olsen is a financial advisor with over 40 years of experience in the financial industry. James is registered with Legacy Investment Strategies, LLC in Louisiana. James also holds the Series 7, 63, 65 and 24 securities licenses and is a Certified Financial Planner. James is currently registered with 26 states including Louisiana, California and Texas. James specializes in investment advisory services.

Firm Information

James Olsen is currently registered with Legacy Investment Strategies, LLC. Legacy Investment Strategies, LLC is an investment advisor with 9 investment advisory professionals, registered in the state of Florida. The firm manages $78.63 million in assets for 345 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm offers portfolio management for individuals and selection of other advisers.

$78.63M

Assets Under Management

Not reported

Total Clients

7

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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James Olsen’s Registration & Firm History

LA

05/19/2016 - Present

Legacy Investment Strategies, LLC (METAIRIE LA)

LA

03/30/2000 - 05/01/2024

CROWN CAPITAL SECURITIES, L.P. (GRETNA LA)

MA

03/31/1999 - 03/31/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

CA

07/30/1986 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

10/17/1984 - 08/04/1986

CARDELL & ASSOCIATES, INCORPORATED

NA

01/18/1984 - 08/06/1984

CARDELL & ASSOCIATES, INCORPORATED

NA

04/29/1982 - 02/10/1984

GUARDIAN INVESTOR SERVICES CORPORATION

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Licenses & Designations

IA

Issued 07/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

BC

Issued 09/19/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James William Olsen.
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