Carl O'brien (CRD# 6661657) is an Investment Advisor Representative working at O'brien Capital Advisors, LLC in Sapulpa, OK and has over 8 years of experience in the finance industry.
CRD# 6235413
J M Brown Financial Partners
CRD# 1705506
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5247721
The Advisory Resource Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'brien Capital Advisors, LLC | Sapulpa, OK | Apr 2016 - Current | 8 |
| Carl P. O'brien, Cpa Pc | Sapulpa, OK | Apr 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- OK
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$147,451
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
OK
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