Claire Oconnor, financial advisor Medford OR

Claire Oconnor

CRD Number: 7086071
Current Firm: Cetera Investment Advisers LLC

Claire Oconnor (CRD# 7086071) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Medford, OR May 2019 - Current 4
Rogue Credit Union Medford, OR Mar 2019 - Current 5
Cetera Investment Services LLC St Cloud, MN Mar 2019 - Current 5
Rogue Credit Union Medford, OR Jul 2013 - Mar 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Claire Oconnor
Phone Number: 888-528-2987
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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