Michael Oconnor, financial advisor San Rafael CA

Michael Oconnor

CRD Number: 1852880
Current Firm: Market Trends Investment Management

Michael Oconnor (CRD# 1852880) is an Investment Advisor Representative working at Market Trends Investment Management in San Rafael, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
O'connor And Company San Rafael, CA Jan 2023 - Current 1
Rj Ricciardi, Inc. San Rafael, CA Apr 1991 - Dec 2022 31
Hd Vest Investment Services San Rafael, CA Jun 2014 - Aug 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Michael A. Oconnor
Phone Number: 415-827-8313
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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