Gwendolyn O'connell (CRD# 4326521) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 23 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'connell Investment & Insurance Services | Eugene, OR | Nov 2017 - Current | 6 |
| Go Fiduciary Outsourcing | Eugene, OR | Feb 2014 - Current | 10 |
| O'connell Properties | Eugene, OR | May 2007 - Current | 17 |
| Gwen O'connell Pension Consultants Inc. | Eugene, OR | Oct 2002 - Current | 21 |
| Centaurus Financial Inc. | Anaheim, CA | Oct 2012 - Oct 2017 | 5 |
| O'connell Insurance Services | Eugene, OR | Oct 2002 - Oct 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- AR
- CA
- NC
- OR
- TX
- WA
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$330,899
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, ID, LA, NC, OR, TX, VA, WA
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