Virginia O'brien, financial advisor Mobile AL
90 score

Virginia O'brien

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Virginia M. O'brien
Phone Number: 866-363-9595
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, 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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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