Matthew OconnorCRD Number: 3097693
Current Firm: Valic Financial Advisors, Inc.
Matthew Oconnor (CRD# 3097693) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry.
Spartan Planning & Wealth Management
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
|Valic Financial Advisors||Durham, NC||Oct 2006 - Current||11|
|Edward Jones||St. Louis, MO||Feb 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV