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Financial ADVSR advisor directory · SEC adviser records

O'Donnell Financial Services, LLC financial advisors in San Rafael, CA

Every SEC-registered investment adviser representative at a O'Donnell Financial Services, LLC office in San Rafael, A to Z.

The short answer

6 registered advisors work at O'Donnell Financial Services, LLC in San Rafael, out of 6 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

O'Donnell Financial Services, LLC advisors in San Rafael, A to Z

Every O'Donnell Financial Services, LLC advisor →

O'Donnell Financial Services, LLC advisors in every city and state →O'Donnell Financial Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5Westhill Financial Advisors, Inc. 5

Questions

How many financial advisors does O'Donnell Financial Services, LLC have in San Rafael?

6 investment adviser representatives are registered at O'Donnell Financial Services, LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is O'Donnell Financial Services, LLC one of the largest advisor employers in San Rafael?

O'Donnell Financial Services, LLC ranks number 10 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a O'Donnell Financial Services, LLC advisor in San Rafael?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the O'Donnell Financial Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.