Melissa OconnellCRD Number: 5371417
Current Firm: 1st Global Advisors Inc.
Melissa Oconnell (CRD# 5371417) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Wealthcare Financial Group, LLC||Indianapolis, IN||Jan 2015 - Current||1|
|1st Global Advisors, Inc.||Indianapolis, IN||Jan 2014 - Current||2|
|1st Global Capital Corp.||Indianapolis, IN||Dec 2013 - Current||2|
|Frank & Kraft P.c.||Indianapolis, IN||Mar 2013 - Dec 2014||1|
|Fifth Third Bank||Rensselaer, IN||Mar 2007 - Mar 2013||6|
|Fifth Third Securities||Rensselaer, IN||May 2007 - May 2010||3|
|Unemployed||Hebron, IN||Feb 2007 - Mar 2007||< 1|
|Critser Co's||Crown Point, IN||Feb 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
|S63||Uniform Securities State Law Examination||Aug 2007|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV
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