Kevin O'reillyCRD Number: 5913274
Current Firm: H.d. Vest Advisory Services, Inc.
Kevin O'reilly (CRD# 5913274) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Silver Spring, MD and has over 6 years of experience in the finance industry.
Palatine Advisors, Inc.
Commonwealth Financial Network
Planning Solutions Group, LLC
|H.d. Vest Advisory Services||Silver Spring, MD||May 2012 - Current||5|
|H.d. Vest Investment Services||Cincinnati, OH||Jun 2011 - Current||6|
|Emerald Tax Services||Cincinnati, OH||Nov 2007 - Current||10|
|Unemployed||Cincinnati, OH||Oct 2007 - Oct 2007||< 1|
|O'reilly Properties LLC||Cincinnati, OH||Jun 1996 - Sep 2007||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
- Financial Issue
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV