Dani O'donnell, financial advisor Bakersfield CA

Dani O'donnell

CRD Number: 4163354
Current Firm: Barnes Wealth Management Group

Dani O'donnell (CRD# 4163354) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 8
Premier Designs Jewelry Bakersfield, CA Oct 2011 - Current 12
Barnes Wealth Management Group Bakersfield, CA Feb 2008 - Current 16
Lpl Financial, LLC Bakersfield, CA Aug 2001 - Nov 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Dani M. O'donnell
Phone Number: 661-322-9799
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $255,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, PA, TX

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