Michael O'callaghan (CRD# 2245214) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Braintree, MA and has over 31 years of experience in the finance industry. Michael O'callaghan 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.
CRD# 7339646
Origin Investment Advisory LLC
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Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle St Securities | Elmhurst, IL | Sep 2016 - Current | 7 |
| Harvest Financial Group LLC | Braintree, MA | Feb 2006 - Current | 18 |
| Concorde Investment Services, LLC | Livonia, MI | Feb 2016 - Sep 2016 | < 1 |
| Concorde Asset Management, LLC | Livonia, MI | Feb 2016 - Sep 2016 | < 1 |
| National Asset Management, Inc. | Braintree, MA | Feb 2011 - Feb 2016 | 5 |
| National Securities Corp | Braintree, MA | Jul 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- CT
- FL
- ID
- MA
- NJ
- NY
- RI
- WA
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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