Charles O'connor (CRD# 4634828) is an Investment Advisor Representative working at O'connor Financial Group, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'connor Financial Group, LLC | Royal Oak, MI | Apr 2011 - Current | 13 |
| Lpl Financial LLC | Royal Oak, MI | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management44MILLIONS
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Total Number of Accounts308ACCOUNTS
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Average Account Value$142,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
MI
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