David O'donnellCRD Number: 6173902
Current Firm: Global Financial Private Capital, LLC
David O'donnell (CRD# 6173902) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in South Portland, ME and has over 4 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Global Financial Private Capital LLC||Sarasota, FL||Sep 2014 - Current||2|
|Seacoast Financial Group, LLC||Portland, ME||Sep 2013 - Current||3|
|Southern Maine Community College||S. Portland, ME||Sep 2013 - Current||3|
|Client One Securities, LLC||York, ME||Mar 2013 - Current||4|
|O'donnell Group, LLC||Greenville, SC||Jan 2010 - Current||7|
|Witness Tree Group LLC||Essex, VT||Jul 2002 - May 2010||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management5,864MILLIONS
Total Number of Accounts66,671ACCOUNTS
Average Account Value$87,959
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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