William Odonnell, financial advisor Roseville CA
93 score

William Odonnell

CRD Number: 4429954
Current Firm: The Mutual Fund Store

William Odonnell (CRD# 4429954) is an Investment Advisor Representative working at The Mutual Fund Store in Roseville, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Overland Park, KS Apr 2015 - Current 1
Tmfs Sacramento LLC Roseville, CA Sep 2006 - Apr 2015 8
E*trade Securities LLC Rancho Cordova, CA Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for William A. Odonnell
Phone Number: 913-319-8100
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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