Thomas O Connor, financial advisor Huntsville AL
90 score

Thomas O Connor

CRD Number: 5548224
Current Firm: Keel Point, LLC

Thomas O Connor (CRD# 5548224) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Creek Securities, LLC Huntsville, AL Aug 2011 - Current 5
Blue Creek Investment Partners, LLC Huntsville, AL Aug 2011 - Current 5
J. Smith Lanier Co Huntsville, AL Jun 2009 - Jul 2011 2
Auburn University Auburn, AL Aug 2004 - May 2009 4
Northwestern Mutual Birmingham, AL May 2008 - Aug 2008 < 1
Auburn Board Of Trustees Auburn, AL May 2007 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Thomas P. O Connor
Phone Number: 256-704-0505
Firm Website: http://bluecreekip.com
Registered State(s):
  • AL
  • MD
  • NE
  • NC
By the Numbers
  • Total Assets Under Management
    1,428
    MILLIONS
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $758,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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