William C. O'donnell
Professional summary
William Christopher O'donnell JR, who also goes by William Christopher Odonnell Jr, is a registered financial advisor currently at DONAL FIDUCIARIES located in Sout Boston, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Christopher O'donnell JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2018 - Present
DONAL FIDUCIARIES
Office #1: 546 East Broadway Ground Floor, Sout Boston, MA 02127April 9, 2001 - December 31, 2005
BNY MELLON SECURITIES CORPORATION
October 16, 1998 - March 19, 2001
NEPC, INC.
January 23, 1998 - October 13, 1998
ADVEST, INC.
February 27, 1996 - October 14, 1996
NPC SECURITIES, INC.
January 31, 1990 - February 6, 1996
IDS LIFE INSURANCE COMPANY
January 31, 1990 - February 6, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2018)
Exams
Current Firm
DONAL FIDUCIARIES
CRD#: 292848 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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Company Information
DONAL FIDUCIARIES
CRD#: 292848Sout Boston, MA 02127TRUST BUT VERIFY
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