Dennis K. O'brien
Professional summary
Dennis Keith O'brien, who also goes by Dennis Keith Obrien, is a registered financial advisor currently at COASTAL FINANCIAL ADVISORS, INC. located in Farmingdale, New Jersey.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Dennis has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Keith O'brien's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2004 - Present
COASTAL FINANCIAL ADVISORS, INC.
November 4, 2003 - April 12, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
October 21, 2003 - April 12, 2004
IDS LIFE INSURANCE COMPANY
October 21, 2003 - April 12, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
October 9, 1985 - June 24, 1986
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/4/2004)
Exams
Current Firm
COASTAL FINANCIAL ADVISORS, INC.
CRD#: 131891 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 19,730,819 |
Red Flags
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