Mark O'connell (CRD# 1701436) is an Investment Advisor Representative working at Crown Capital Securities, LP in Crystal River, FL and has over 36 years of experience in the finance industry.
CRD# 3271499
Raymond James & Associates, Inc.
CRD# 5007131
Brookstone Wealth Advisors, LLC
CRD# 6436659
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Orange, CA | Jul 2012 - Current | 11 |
| O'connell Financial | Crystal River, FL | May 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- FL
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Total Assets Under Management1,223MILLIONS
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Total Number of Accounts5,654ACCOUNTS
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Average Account Value$216,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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