Kenneth O'learyCRD Number: 1352175
Current Firm: Woodstock Financial Group, Inc.
Kenneth O'leary (CRD# 1352175) is an Investment Advisor Representative working at Woodstock Financial Group, Inc. in Woodstock, GA and has over 19 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Woodstock Financial Group||Woodstock, GA||Aug 2011 - Current||6|
|Edward D. Jones & Company, LP||Woodstock, GA||Aug 1998 - Aug 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management200MILLIONS
Total Number of Accounts1,399ACCOUNTS
Average Account Value$142,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV