William Oconnor, financial advisor Naples FL
93 score

William Oconnor

CRD Number: 3175211
Current Firm: Global Wealth Consultants, LLC

William Oconnor (CRD# 3175211) is an Investment Advisor Representative working at Global Wealth Consultants, LLC in Naples, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Swope, Lamberson & Charbonneau, P.a. Naples, FL Feb 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for William J. Oconnor
Phone Number: 239-919-2115
Firm Website: http://www.gwc.us.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $415,977
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NJ, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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