O'donnell Financial Services, LLC

O'donnell Financial Services, LLC (CRD# 172520) is a financial advisory firm headquartered in San Rafael, CA. They manage $50,000,000 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $326,797
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, TX

Financial Advisors at O'donnell Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Troy C. Copeland
CRD#: 4603694
1101 Fifth St., Suite 150, San Rafael, CA 94901
93
Wealthminder
score

Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 14 years of experience in the finance industry.

2
Gregory C. O'donnell
CRD#: 2802185
1101 Fifth St., Suite 150, San Rafael, CA 94901
93
Wealthminder
score

Gregory O'donnell (CRD# 2802185) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 20 years of experience in the finance industry.

3
Kyle J. Ladd
CRD#: 6003290
901 Campisi Way, Suite 245, Campbell, CA 95008
90
Wealthminder
score

Kyle Ladd (CRD# 6003290) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in Campbell, CA and has over 4 years of experience in the finance industry.

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