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 $70,000,000 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $445,860
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

TX

Financial Advisors at Waterford Capital Investment Advisory Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
David P. Oconnor
CRD#: 2143494
14677 Midway Road, Suite 205, Addison, TX 75001
63
Wealthminder
score

David Oconnor (CRD# 2143494) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 25 years of experience in the finance industry.

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