Daniel O'leary Jr
Professional Summary
Daniel O'leary JR, who also goes by Dan O'leary Jr, Dan Oleary Jr, Daniel Oleary Jr, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1982 - 2015. Daniel had worked at 20 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan O'leary Jr, Dan Oleary Jr, Daniel Oleary Jr
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
INVESTOR RESOURCES INC
Contact Information
Main Address
22722 29th Drive Se Suite 100, Bothell, WA 98021Phone Number
(360) 895-9119# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
173AUM (Assets Under Management)
$43,122,010Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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