Waterford Capital Investment Advisory Services LLC
Waterford Capital Investment Advisory Services LLC (CRD# 144172) is a financial advisory firm headquartered in Addison, TX. They manage $105,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management105MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$525,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
David Oconnor (CRD# 2143494) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 26 years of experience in the finance industry.