Rick C. O'dell
Professional summary
Rick Claude O'dell, who also goes by Rick C O'dell, Rick Claude Odell, is a registered financial advisor currently at O'DELL CAPITAL MANAGEMENT located in Hillsboro, Ohio.
Rick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Rick has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rick Claude O'dell's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 17, 2023 - Present
O'DELL CAPITAL MANAGEMENT
Office #1: 858 W. Main St, Hillsboro, OH 45133March 13, 2009 - July 7, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 6, 2009 - July 7, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 25, 2007 - March 10, 2009
EDWARD JONES
September 19, 1991 - March 10, 2009
EDWARD JONES
Primary Firm SEC Registration
O'DELL CAPITAL MANAGEMENT
CRD#: 326354 / SEC#: 801-128174
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/17/2023)
Exams
Current Firm
O'DELL CAPITAL MANAGEMENT
CRD#: 326354 / SEC#: 801-128174
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 354 |
| AUM (Assets Under Management) | $ 150,779,453 |
Red Flags
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Company Information
O'DELL CAPITAL MANAGEMENT
Branch ManagerCRD#: 326354Hillsboro, OH 45133TRUST BUT VERIFY
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