John O'Reilly, financial advisor Carlsbad CA

John O'Reilly

CRD Number: 5212515
Current Firm: O'reilly Wealth Advisors
Compensation Model: Commission Only

John O'Reilly (CRD# 5212515) is the owner and founder of the registrered investment advisory firm O'Reilly Wealth Advisors LLC (OWA) in Carlsbad, CA and has over 9 years of experience in the financial services industry.

 

The firm provides holistic financial planning advice and assistance with executing the advice. John designed the firm from the ground up to give clients the highest probability of achieving their tangible financial goals.

 

John conducts regular meetings with a third party CFP and the clients' own CPA collaboratively developing the advice which then contains the collective wisdom of three independent experts.

 

OWA utilizes the concepts of evidence-based investing utlizing primarily DFA funds.

 

OWA will provide investing-only if desired without planning.

 

The firm also provides 401(k) services, utilizing the ERISA Section 3(38) advisor model that comes with investment advice at the plan sponsor and participant levels.

 

 

 

 

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Company Name Location Dates Years
O'reilly Financial Services, LLC Carlsbad, CA Aug 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for John J. O'Reilly
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