Deborah Oconnell (CRD# 1760230) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Great Neck, NY and has over 36 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Premier Tax Planning | Great Neck, NY | Jan 2021 - Current | 3 |
| National Tax Planning | Great Neck, NY | Jan 2019 - Jan 2021 | 2 |
| National Asset Mangement | Flushing, NY | May 2014 - Dec 2020 | 6 |
| National Securities Corporation | Flushing, NY | Nov 2013 - Dec 2020 | 7 |
| Gilman & Ciocia | Flushing, NY | Jul 1986 - Jan 2019 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- NY
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- 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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