Afton O'meara, financial advisor Bozeman MT

Afton O'meara

CRD Number: 6046766
Current Firm: Raymond James Financial Services Advisors, Inc.

Afton O'meara (CRD# 6046766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bozeman, MT and has over 9 years of experience in the finance industry. Afton O'meara 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.

Similar Advisors
Virginia Arnold, financial advisor Bozeman MT
Virginia A. Arnold
CRD# 2908846
Yellowstone Investment Planners, Inc.
Similar Advisors
Anne Ashton, financial advisor Bozeman MT
Anne O. Ashton
CRD# 5596559
D.a. Davidson & Company
Similar Advisors
Michael Augustine, financial advisor Bozeman MT
Michael S. Augustine
CRD# 2334349
D.a. Davidson & Company
Professional Designations
Company Name Location Dates Years
North Star Financial, Pllc Bozeman, MT Jan 2024 - Current < 1
Palisade Financial Bozeman, MT Sep 2018 - Current 5
Raymond James Financial Services, Inc. Bozeman, MT May 2018 - Current 5
Raymond James Financial Services Advisors, Inc. Bozeman, MT May 2018 - Current 5
Pure Bozeman, MT Aug 2019 - Oct 2023 4
Lyft Bozeman, MT Oct 2018 - Oct 2020 2
Uber Bozeman, MT Oct 2018 - Oct 2020 2
Choppers Grub & Pub Big Sky, MT Oct 2018 - Oct 2019 1
Hlh Partners LLP Bozeman, MT May 2018 - Aug 2018 < 1
Wells Fargo Advisors Financial Network, LLC Bozeman, MT Sep 2017 - May 2018 < 1
Shore To Summit Wm Bozeman, MT Sep 2017 - May 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bozeman, MT Sep 2014 - Sep 2017 3
Nettworth Financial Alpharetta, GA Jul 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Afton N. O'meara
Phone Number: 727-567-3020
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Afton O'meara and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.