George O'brien, financial advisor Greenville SC

George O'brien

CRD Number: 2183177
Current Firm: Td Private Client Wealth LLC

George O'brien (CRD# 2183177) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 32 years of experience in the finance industry. George O'brien 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.

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Professional Designations
Company Name Location Dates Years
Td Bank N.a. Greenville, SC Nov 2020 - Current 3
Td Private Client Wealth LLC Greenville, SC Jul 2013 - Current 10
Td Bank N.a. Greenville, SC Nov 2019 - Nov 2020 1
Td Bank, N.a. Greenville, SC May 2014 - Nov 2019 5
Td Bank, N.a. Greenville, SC Jul 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for George F. O'brien
Phone Number: 877-703-9896
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    12,265
    MILLIONS
  • Total Number of Accounts
    16,422
    ACCOUNTS
  • Average Account Value
    $746,855
Compensation Options
  • A percentage of assets under your management
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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