Meghan O'donnell (CRD# 4345263) is an Investment Advisor Representative working at Corient in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Corient Services LLC | Miami, FL | Jan 2024 - Current | < 1 |
Corient | Denver, CO | Mar 2023 - Current | 1 |
Segall Bryant & Hamill | Denver, CO | May 2018 - Current | 6 |
Denver Investments | Denver, CO | Mar 2002 - May 2018 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CO
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Total Assets Under Management118,192MILLIONS
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
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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