Virginia O'brienCRD Number: 6098917
Current Firm: Ae Wealth Management, LLC
Virginia O'brien (CRD# 6098917) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mobile, AL and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|Ae Wealth Management, LLC||Topeka, KS||Jan 2017 - Current||1|
|Mcneil Consulting, Inc.||Mobile, AL||May 2014 - Current||3|
|Mcneil, Ahrens & Lambert Financial Group||Mobile, AL||Jun 2012 - Current||5|
|Global Financial Private Capital, LLC||Sarasota, FL||Jun 2014 - Jan 2017||2|
|First Protective Life||Birmingham, AL||Mar 2011 - May 2012||1|
|University Of Alabama||Tuscaloosa, AL||Aug 2007 - Aug 2011||4|
|University Of Alabama||Tuscaloosa, AL||Jun 2009 - Mar 2011||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management2,003MILLIONS
Total Number of Accounts10,040ACCOUNTS
Average Account Value$199,500
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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