Ann OconnellCRD Number: 6168624
Current Firm: Captrust Advisors, LLC
Ann Oconnell (CRD# 6168624) is an Investment Advisor Representative working at Captrust Advisors, LLC in Tampa, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Captrust Advisors, LLC||Tampa, FL||Feb 2013 - Current||5|
|Newport Board Group||Atlanta, GA||May 2012 - Dec 2012||< 1|
|N/a||Atlanta, GA||Jul 2011 - Apr 2012||< 1|
|Pwc||Atlanta, GA||Aug 2002 - Jun 2011||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management49MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$12,192,909
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, LA, MI, NH, NY, OH