O'donnell Financial Services, LLC

O'donnell Financial Services, LLC (CRD# 172520) is a financial advisory firm headquartered in San Rafael, CA. They manage $322,715,157 in 889 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1101 Fifth Ave., Suite 150, San Rafael, CA 94901
https://twitter.com/odfi
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    889
    ACCOUNTS
  • Average Account Value
    $363,009
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, NV, OR, TX

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

Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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