Daniel Oconnell (CRD# 1541372) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Dallas, TX and has over 37 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Investment Institute, Inc. | Dallas, TX | Nov 2021 - Current | 2 |
| Wells Fargo Private Bank | Dallas, TX | Aug 2015 - Current | 8 |
| Ameriprise Financial | Dallas, TX | May 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
- TX
-
Total Assets Under Management43,998MILLIONS
-
Total Number of Accounts20,338ACCOUNTS
-
Average Account Value$2,163,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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