Chad Odonnell (CRD# 6910211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 4 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 6877256
Oppenheimer & Company Inc.
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Houston, TX | Aug 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Jul 2019 - Current | 5 |
| Texas State University | San Marcos, TX | Aug 2017 - Jul 2019 | 1 |
| Northwestern Mutual | Austin, TX | May 2018 - Apr 2019 | < 1 |
| The Metal Chapter | Housotn, TX | May 2017 - Aug 2017 | < 1 |
| Brookhaven Community College | Farmers Branch, TX | Aug 2016 - May 2017 | < 1 |
| The Metal Chapter | Houston, TX | May 2016 - Aug 2016 | < 1 |
| Chattanooga State | Chattanooga, TN | Aug 2015 - May 2016 | < 1 |
| The Metal Chapter | Houston, TX | Jun 2015 - Aug 2015 | < 1 |
| Cypress Woods High School | Cypress, TX | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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