Melissa Oconnell, financial advisor Indianapolis IN
93 score

Melissa Oconnell

CRD 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.

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Company Name Location Dates Years
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 3
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
Contact Info for Melissa M. Oconnell
Phone Number: 214-294-5000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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