O'donnell Financial Services, LLC
O'donnell Financial Services, LLC (CRD# 172520) is a financial advisory firm headquartered in San Rafael, CA. They manage $322,715,157 in 889 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
O'donnell Financial Services, LLC
By the Numbers
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Total Assets Under Management323MILLION
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Total Number of Accounts889ACCOUNTS
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Average Account Value$363,009
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, ID, NV, OR, TX
Financial Advisors at O'donnell Financial Services, LLC
1
Troy Copeland (CRD# 4603694) is an Investment Advisor Representative working at O'donnell Financial Services, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
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