Cw Does Business Under The Dba The O'donnell Group
Cw Does Business Under The Dba The O'donnell Group (CRD# 162562) is a financial advisory firm headquartered in Chico, CA. They manage $207,606,215 in 537 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management208MILLION
Total Number of Accounts537ACCOUNTS
Average Account Value$386,604
- 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
Michael O'donnell (CRD# 4719248) is an Investment Advisor Representative working at Cw Does Business Under The Dba The O'donnell Group in Chico, CA and has over 14 years of experience in the finance industry. Michael O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.