Terrence O'reilly, financial advisor Tarpon Springs FL
90 score

Terrence O'reilly

CRD Number: 6013446
Current Firm: Brokers Financial

Terrence O'reilly (CRD# 6013446) is an Investment Advisor Representative working at Brokers Financial in Tarpon Springs, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services, LLC Tarpon Springs, FL Jan 2015 - Current 1
Barlas & Chambers, LLC Tarpon Springs, FL Oct 2012 - Current 4
Fusion Investment Advisors Tarpon Springs, FL Jan 2013 - Jan 2015 2
Capital Asset Advisory Services, LLC Haslett, MI Nov 2012 - Jan 2015 2
Usa Tax & Insurance Services Dba American Investment Services Palm Harbor, FL Jul 2011 - Jan 2013 1
Pinellas Cty Sherrif Largo, FL Oct 1983 - Jun 2011 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Terrence F. O'reilly
Phone Number: 641-755-4635
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $95,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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