Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Olsen is a financial advisor with The Pacific Financial Group, Inc. Richard has been in the industry since 2008 and has worked for several different firms, including Capital Investment Group, Inc. and Pacific Financial Associates, Inc. Richard is registered with the state of California and Washington, and holds Series 7 and Series 65 licenses. Richard has a strong track record of providing financial advice to individuals and families, businesses, and other investment advisors. He is a specialist in retirement planning, investments, and insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
12/12/2019 - Present
THE Pacific Financial Group, Inc. (Bellevue WA)
CA
07/24/2013 - 12/24/2013
CAPITAL INVESTMENT GROUP, INC. (IRVINE CA)
FL
07/01/2010 - 10/13/2011
PACIFIC FINANCIAL ASSOCIATES, INC. (PARKLAND FL)
IA
Issued 06/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Richard Olsen is the right advisor for you? Invested Better is here to help.
