Thomas O'connor (CRD# 4374733) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 24 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Baystate Wealth Management | Vero Beach, FL | Jan 2024 - Current | < 1 |
Catalyst Financial Partners | Vero Beach, FL | Dec 2018 - Dec 2023 | 5 |
Baystate Wealth Management | Vero Beach, FL | Feb 2010 - Dec 2023 | 13 |
Mml Investors Services, LLC | Boston, MA | Mar 2017 - Nov 2021 | 4 |
O'connor, Carnathan And Mack, LLC | Vero Beach, FL | Nov 2005 - Jan 2020 | 14 |
Metlife Securities Inc. | Boston, MA | Jan 2015 - Mar 2017 | 2 |
Baystate Financial Services | Boston, MA | Nov 2008 - Dec 2015 | 7 |
New England Securities | Boston, MA | Feb 2009 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2009 |
S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- FL
- MA
- TX
-
Total Assets Under Management1,917MILLIONS
-
Total Number of Accounts4,733ACCOUNTS
-
Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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