Carter O'reilly (CRD# 7590310) is an Investment Advisor Representative working at Lpl Financial LLC in Zumbrota, MN and has 1 year of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Zumbrota, MN | Apr 2023 - Current | 1 |
| Frandsen Bank & Trust | Zumbrota, MN | Apr 2023 - Current | 1 |
| Gustavus Adolphus College | Saint Peter, MN | Aug 2022 - Jun 2023 | < 1 |
| Frandsen Bank And Trust | Pine Island, MN | Jun 2022 - Aug 2022 | < 1 |
| Gustavus Adolpus College | Saint Peter, MN | Aug 2021 - Jun 2022 | < 1 |
| Menards | Rochester, MN | Jun 2021 - Aug 2021 | < 1 |
| Gustavus Adolphus College | Saint Peter, MN | Aug 2020 - Jun 2021 | < 1 |
| Menards | Rochester, MN | Jun 2020 - Aug 2020 | < 1 |
| Pine Island Schools | Pine Island, MN | Sep 2013 - Jun 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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