Brittany Oconner (CRD# 6372034) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seminole, FL and has over 8 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Temple Terrace, FL | May 2022 - Current | 2 |
Charles Schwab & Company, Inc. | Temple Terrace, FL | Jun 2016 - Current | 7 |
Metlife Securities Inc. | Indianapolis, IN | Jan 2015 - May 2016 | 1 |
New England Securities | Indianapolis, IN | Sep 2014 - Jan 2015 | < 1 |
Oasis/ Maginn Wealth Advisors | Indianapolis, IN | Jun 2014 - Sep 2014 | < 1 |
Iupui | Indianapolis, IN | Jan 2009 - Jul 2014 | 5 |
Valeo Financial Advisors | Indianapolis, IN | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- FL
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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