Thomas O Connor, financial advisor Huntsville AL

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 12 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 12
Blue Creek Investment Partners, LLC Huntsville, AL Aug 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Thomas P. O Connor
Phone Number: 256-704-5111
Registered State(s):
  • AL
  • GA
  • IL
  • NE
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    2,549
    MILLIONS
  • Total Number of Accounts
    4,850
    ACCOUNTS
  • Average Account Value
    $525,574
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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

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