Brian Orourke, financial advisor Boston MA

Brian Orourke

CRD Number: 1030442
Current Firm: O'rourke & Company, Incorporated

Brian Orourke (CRD# 1030442) is an Investment Advisor Representative working at O'rourke & Company, Incorporated in Boston, MA and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 7
O'rouke & Company Inc. Boston, MA Feb 1987 - Current 37
Investors Capital Corporation Boston, MA Jan 2006 - Oct 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian C. Orourke
Phone Number: 617-482-4200
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $580,427
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
Types of Clients
Registered States

FL, MA, NH, NY, SC, TX

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