Richard O'donnell, financial advisor Atlanta GA
90 score

Richard O'donnell

CRD Number: 6186369
Current Firm: Capital Directions LLC

Richard O'donnell (CRD# 6186369) is an Investment Advisor Representative working at Capital Directions LLC in Atlanta, GA and has 1 year of experience in the finance industry. Richard O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capital Directions, LLC Atlanta, GA Jun 2014 - Current 2
Lenox Wealth Management Cincinnati, OH Dec 2006 - Jun 2014 7
Management Recruiters Cincinnati, OH Jun 2006 - Nov 2006 < 1

Richard O'donnell has no recent exams reported.
Contact Info for Richard C. O'donnell
Phone Number: 404-237-8881
Firm Website:
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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