Kevin Oconnell (CRD# 2813765) is an Investment Advisor Representative working at Lpl Financial LLC in Great Falls, MT and has over 27 years of experience in the finance industry.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Havre, MT | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Havre, MT | Jan 2020 - Jul 2021 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Great Falls, MT | Jan 2020 - Jul 2021 | 1 |
| Darren Overlie | Havre, MT | Jan 2020 - Jul 2021 | 1 |
| Unemployed | Great Falls, MT | Jun 2019 - Dec 2019 | < 1 |
| D.a. Davidson & Company | Great Falls, MT | Jan 2019 - Jun 2019 | < 1 |
| Unemployed | Great Falls, MT | Nov 2018 - Jan 2019 | < 1 |
| Holy Spirit Catholic Church | Great Falls, MT | Jun 2018 - Nov 2018 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Great Falls, MT | Aug 2010 - Nov 2018 | 8 |
| Waddell & Reed, Inc. | Great Falls, MT | Aug 2010 - Nov 2018 | 8 |
| Maple Tree Holdings LLC | Chicago, IL | Jun 2007 - Nov 2018 | 11 |
| K-j Properties LLC | Great Falls, MT | Aug 2004 - Nov 2018 | 14 |
| Ursuline Centre | Great Falls, MT | Jul 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- MT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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, VI, VT, WA, WI, WV, WY
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