Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 28 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Solvang, CA | Jan 2016 - Current | 8 |
| Vellum Financial, LLC | Solvang, CA | May 2014 - Dec 2017 | 3 |
| Sage Southeastern Securities, Inc. | Atlanta, GA | Mar 2011 - May 2014 | 3 |
| Reliance Trust Company | Solvang, CA | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
- TX
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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