Marc O'brien (CRD# 350478) is an Investment Advisor Representative working at Planmember Securities Corporation in Genoa, NV and has over 14 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Aug 2020 - Current | 3 |
| Marc O'brien (self Employed) | Genoa, NV | Jan 2013 - Current | 11 |
| Lincoln Investment | Genoa, NV | Jan 2017 - Aug 2020 | 3 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 1994 - Jan 2017 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- NV
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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