Rebecca O'brien, financial advisor Pittsburgh PA
90 score

Rebecca O'brien

CRD Number: 5978079
Current Firm: Pnc Capital Advisors LLC

Rebecca O'brien (CRD# 5978079) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Pittsburgh PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Chris Rondinelli, financial advisor Pittsburgh PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Score
103
Similar Advisors
C. Bradley Bond, financial advisor Pittsburgh PA
C. Bradley Bond
CRD# 2790023
C.b. Bond Financial Planning, Inc.
Score
103
Company Name Location Dates Years
Pnc Capital Advisors, LLC Pitsburgh, PA Nov 2014 - Current 2
Pnc Funds Distributor, Llcp Pittsburgh, PA Nov 2014 - Current 2
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Dec 2011 - Nov 2014 2
Federated Investment Counseling Pittsburgh, PA Dec 2011 - Nov 2014 2
Federated Global Investment Management Corp New York, NY Dec 2011 - Nov 2014 2
Federated Investors Inc. Pittsburgh, PA Sep 2011 - Nov 2014 3
Federated Securities Corp Pittsburgh, PA Sep 2011 - Nov 2014 3
Bny Mellon Pittsburgh, PA Jun 2010 - Sep 2011 1
Bny Mellon Pittsburgh, PA May 2009 - May 2010 1
Duquesne University Pittsburgh, PA Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Rebecca L. O'brien
Phone Number: 410-237-5683
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rebecca O'brien and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.