Kevin Oconnor (CRD# 6799405) is an Investment Advisor Representative working at Artifex Financial Group, LLC in Columbus, OH and has over 3 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Artifex Financial Group, LLC | Columbus, OH | Feb 2019 - Current | 5 |
| Unemployed | Columbus, OH | Dec 2018 - Jan 2019 | < 1 |
| Morgan Stanley Smith Barney | Columbus, OH | Jun 2017 - Nov 2018 | 1 |
| Ohio Northern Univeristy | Ada, OH | Aug 2014 - May 2017 | 2 |
| Buckeye High School | Medina, OH | Aug 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- OH
-
Total Assets Under Management233MILLIONS
-
Total Number of Accounts1,004ACCOUNTS
-
Average Account Value$231,993
- 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
- Other
OH
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