Robert Oconnor, financial advisor Millersville PA

Robert Oconnor

CRD Number: 3225611
Current Firm: Pnc Investments

Robert Oconnor (CRD# 3225611) is an Investment Advisor Representative working at Pnc Investments in Millersville, PA and has over 24 years of experience in the finance industry.

Similar Advisors
Joseph Adamchak, financial advisor Millersville PA
Joseph P. Adamchak
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Brandon Adams, financial advisor Millersville PA
Brandon K. Adams
CRD# 5372026
Rkl Private Wealth
Similar Advisors
Jon Adams, financial advisor Millersville PA
Jon R. Adams
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Pnc Investments LLC Pittsburgh, PA Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Robert Oconnor
Phone Number: 800-762-6111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,630
    MILLIONS
  • Total Number of Accounts
    152,386
    ACCOUNTS
  • Average Account Value
    $141,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Oconnor and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.