Myles O'reillyCRD Number: 5048874
Current Firm: Navigation Wealth Management
Myles O'reilly (CRD# 5048874) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 15 years of experience in the finance industry.
Raymond James & Associates, Inc.
Wells Fargo Advisors Financial Network, LLC
|Navigation Wealth Management, Inc.||Fort Collins, CO||Aug 2018 - Current||3|
|Navigation Financial Services, Inc.||Fort Collins, CO||Jul 2018 - Current||3|
|Retirement Wealth Advisors, Inc.||Fort Collins, CO||Oct 2014 - Aug 2018||3|
|O'reilly Financial, LLC||Fort Collins, CO||Jan 2012 - Jul 2018||6|
|Horter Investment Management, LLC||Cincinnati, OH||Jul 2012 - Aug 2014||2|
|Strategic Investment Advisors||Fort Collins, CO||Jan 2012 - Oct 2012||< 1|
|Brookstone Capital Management LLC||Fort Collins, CO||Jan 2012 - Jul 2012||< 1|
|Valic Financial Advisors, Inc.||St Louis, MO||Mar 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management126MILLIONS
Total Number of Accounts1,199ACCOUNTS
Average Account Value$104,713
- 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)
- Educational seminars/workshops
AZ, CO, KS, TX, WY
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