Kiernan O'connor, financial advisor The Woodlands TX
93 score

Kiernan O'connor

CRD Number: 4479836
Current Firm: United Capital Financial Advisers

Kiernan O'connor (CRD# 4479836) is an Investment Advisor Representative working at United Capital Financial Advisers in The Woodlands, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Dec 2014 - Current 2
American Express Financial Advisors Centreville, VA Nov 2001 - Dec 2014 13
Ids Life Insurance Company Centreville, VA Nov 2001 - Dec 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Kiernan A. O'connor
Phone Number: 949-999-8500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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
93
Clean Record
This advisor has a clean track record with regulators.

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