Michael O'brienCRD Number: 5630936
Current Firm: E*trade Capital Management, LLC
Michael O'brien (CRD# 5630936) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Sandy, UT and has over 7 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|E*trade Securities LLC||Sandy, UT||Oct 2014 - Current||2|
|E*trade Capital Management LLC||Sandy, UT||Oct 2014 - Current||2|
|J.p. Morgan Securities LLC||Stayton, OR||Oct 2012 - Jul 2014||1|
|Chase Investment Services Corp.||Wilsonville, OR||May 2012 - Oct 2012||< 1|
|Park Avenue Securities LLC||Portland, OR||Sep 2011 - Apr 2012||< 1|
|The Guardian Life Insurance Company||Portland, OR||May 2011 - Apr 2012||< 1|
|Broad River||Portland, OR||May 2011 - Apr 2012||< 1|
|Axa Advisors, LLC||New York, NY||Jan 2009 - May 2011||2|
|Acura Of Portland||Portland, OR||Aug 2005 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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