Terrence O'reilly (CRD# 6013446) is an Investment Advisor Representative working at Barlas O'reilly Wealth Management, LLC in Tarpon Springs, FL and has over 12 years of experience in the finance industry. Terrence O'reilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barlas O'reilly Wealth Management, LLC | Trinity, FL | Dec 2018 - Current | 5 |
| Barlas Financial Services, LLC | Tarpon Springs, FL | Oct 2012 - Current | 11 |
| Barlas Tax & Financial Group, LLC | Tarpon Springs, FL | Oct 2012 - Current | 11 |
| Barlas Chambers O'reilly Wealth Management LLC | Trinity, FL | Nov 2018 - Dec 2018 | < 1 |
| Eqis Capital Management | San Rafael, CA | May 2017 - Dec 2018 | 1 |
| Brokers International Financial Services, LLC | Tarpon Springs, FL | Jan 2015 - May 2017 | 2 |
| Fusion Investment Advisors | Tarpon Springs, FL | Jan 2013 - Jan 2015 | 2 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- FL
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$50,215
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.