Sheila O'halloranCRD Number: 5420709
Current Firm: Convergent Wealth Advisors, LLC
Sheila O'halloran (CRD# 5420709) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Portland, OR and has over 9 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Convergent Wealth Advisors, LLC||Portland, OR||May 2007 - Current||10|
|Windermere Investment Assoc.||Portland, OR||Mar 2002 - May 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management20MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$6,512,582
- Portfolio management for pooled investment vehicles (other than investment companies)