Brian O'donohueCRD Number: 6003911
Current Firm: Newport Group Securities, Inc.
Brian O'donohue (CRD# 6003911) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Newport Retirement Services, Inc.||Heathrow, FL||Sep 2013 - Current||4|
|Newport Group Securities, Inc.||Heathrow, FL||Sep 2013 - Current||4|
|Merrill Lynch||Jacksonville, FL||Oct 2011 - Aug 2013||1|
|Bank Of America||Gastonia, NC||May 2004 - Oct 2011||7|
|Appalachian State University||Boone, NC||Aug 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI
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