Kevin O'Reilly, financial advisor Phoenix AZ

Kevin O'Reilly

CRD Number: 2236276
Current Firm: Foothills Financial Planning & Wealth Management, LLC
Compensation Model: Fee Only
Kevin Oreilly (CRD# 2236276) is an Investment Advisor Representative working at Foothills Financial Planning, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Foothills Financial Planning, Inc. Phoenix, AZ Sep 2008 - Current 11
Atmi, Inc. Tempe, AZ Feb 2007 - Sep 2008 1
Intel Corporation Chandler, AZ Nov 1999 - Jan 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Kevin P. O'Reilly
Phone Number: 480-445-9072
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    72
    MILLIONS
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $244,068
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

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Clean Record
This advisor has a clean track record with regulators.

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