Kevin O'connor, financial advisor Vienna VA
90 score

Kevin O'connor

CRD Number: 6089726
Current Firm: Navy Federal Brokerage Services LLC

Kevin O'connor (CRD# 6089726) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Groton, CT Jan 2017 - Current 1
Navy Federal Brokerage Services, LLC Groton, CT Aug 2016 - Current 1
Navy Federal Financial Group, LLC Groton, CT Aug 2016 - Current 1
Infinex Investments, Inc. Meriden, CT Jun 2012 - Aug 2016 4
Lyman Orchard Golf Club Middlefield, CT May 2007 - Jun 2012 5
Uconn Recreation Storrs, CT Sep 2008 - May 2012 3
Adidas Clinton, CT May 2010 - Dec 2010 < 1
Coginchaug High School Durham, CT Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kevin M. O'connor
Phone Number: 7032061320
Registered State(s):
  • CT
  • RI
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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