Kevin O'brien, financial advisor Metairie LA
93 score

Kevin O'brien

CRD Number: 5272548
Current Firm: Ameritas Investment Corp

Kevin O'brien (CRD# 5272548) is an Investment Advisor Representative working at Ameritas Investment Corp in Metairie, LA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Rental Property Metairie, LA Mar 2011 - Current 5
Acacia Financial Group Metairie, LA Nov 2010 - Current 6
Ameritas Investment Corp. Lincoln, NE Oct 2010 - Current 6
Ameritas Life Insurance Corp. Lincoln, NE Oct 2010 - Current 6
Metro Laundry LLC Jefferson, LA Oct 2009 - Current 7
Union Central Life Insurance Cincinnati, OH Oct 2010 - Dec 2011 1
Acacia Life Insurance Bethesda, MD Oct 2010 - Dec 2011 1
Edward Jones Metairie, LA Jan 2007 - Aug 2010 3
Graybar Electric Harahan, LA Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Kevin E. O'brien
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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, RI, SC, SD, TN, TX, UT, VA, 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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