James Olsen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3445 N Causeway Blvd, Suite 905, Metairie, LA, 70002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Legacy Investment Strategies, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Bts Asset Management, INC.
Titan/value Equities Group, INC.Broker
Cardell & Associates, IncorporatedBroker
Cardell & Associates, IncorporatedBroker
Guardian Investor Services CorporationBroker
State Registrations28 states
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