Kenneth O'leary, financial advisor Woodstock GA
93 score

Kenneth O'leary

CRD Number: 1352175
Current Firm: Surepath Financial Services, LLC

Kenneth O'leary (CRD# 1352175) is an Investment Advisor Representative working at Surepath Financial Services, LLC in Woodstock, GA and has over 19 years of experience in the finance industry.

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Independent Financial Partners
Company Name Location Dates Years
Surepath Financial Services, LLC Woodstock, GA Nov 2017 - Current < 1
Send Out Cards Woodstock, GA Jun 2017 - Current < 1
Reliv Woodstock, GA Sep 2015 - Current 2
Kenneth A. O'leary, Sole Proprietor Woodstock, GA Feb 1999 - Current 19
Woodstock Financial Group Woodstock, GA Aug 2011 - Nov 2017 6
Edward Jones Woodstock, GA Mar 2007 - Aug 2011 4
Edward Jones Woodstock, GA Nov 1998 - Aug 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Kenneth A. O'leary
Phone Number: 770-924-7071
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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

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