Beau Obrien (CRD# 7349474) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mystic, CT and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement, Life And Investment Radio Show | Ledyard, CT | Aug 2023 - Current | < 1 |
| Independent Finanical Group | Mystic, CT | Mar 2021 - Current | 3 |
| Undertone | New York, NY | Jul 2019 - Feb 2021 | 1 |
| Intersection | New York, NY | Apr 2018 - Jun 2019 | 1 |
| Nbc Sport | Stamford, CT | Sep 2016 - Sep 2018 | 2 |
| Littlethings | New York, NY | Feb 2017 - Feb 2018 | 1 |
| Unemployed | New York, XX | May 2016 - Aug 2016 | < 1 |
| Msnbc | New York, NY | Feb 2016 - Apr 2016 | < 1 |
| Ymca | Mystic, CT | Aug 2010 - Jan 2016 | 5 |
| Student | Storrs, CT | Aug 2011 - May 2015 | 3 |
| Voiceglance | Mystic, CT | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CT
-
Total Assets Under Management6,751MILLIONS
-
Total Number of Accounts30,369ACCOUNTS
-
Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, VT, WA, WI, WV, WY
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.