Walter O'brien (CRD# 2836656) is an Investment Advisor Representative working at Westside Investment Management, LLC in Kahului, HI and has over 26 years of experience in the finance industry.
CRD# 1574236
Morgan Stanley
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Kahului, HI | Apr 2014 - Current | 10 |
| Westside Investment Management, LLC | Santa Monica, CA | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- HI
-
Total Assets Under Management659MILLIONS
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Total Number of Accounts1,153ACCOUNTS
-
Average Account Value$571,934
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, FL, HI, LA, NV, OK, OR, TX, WA
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