O'connor Portfolio Management LLC

O'connor Portfolio Management LLC (CRD# 168679) is a financial advisory firm headquartered in Tampa, FL. They manage $15,433,710 in 164 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $94,108
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at O'connor Portfolio Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine L. O'connor
CRD#: 2305812
201 E Davis Blvd, Tampa, FL 33606
101
Wealthminder
score

Catherine O'connor (CRD# 2305812) is an Investment Advisor Representative working at O'connor Portfolio Management LLC in Tampa, FL and has over 23 years of experience in the finance industry. Catherine O'connor 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.