Virginia
O'Brien
Ae Wealth Management, LLC
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About this Advisor
Virginia O'Brien is a financial advisor who works out of Mobile, Alabama, with a total of 6 years of industry experience. O'Brien is an advisor for Ae Wealth Management, LLC. Their career trajectory has included roles at Mcneil, Ahrens & Lambert Financial Group, Global Financial Private Capital, LLC, Mcneil Consulting, Inc, Ae Wealth Management, LLC and Mobile Bay Financial Solutions, LLC. O'Brien has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Alabama. Ae Wealth Management, LLC is a registered investment business that has its headquarters in Topeka, KS. It has offices in 450 locations and a total of 571 advisors. It handles $19 billion in total assets across its 160,475 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Ae Wealth Management, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Virginia O'Brien Work History
Virginia has been registered as a financial advisor for 6 years.*
Mobile Bay Financial Solutions, LLC
Ae Wealth Management, LLC
Mcneil Consulting, Inc
Global Financial Private Capital, LLC
Mcneil, Ahrens & Lambert Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Virginia O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Maumee, OH
Midvale, UT
Johns Island, SC
Southfield, MI
Honolulu, HI
Platte City, MO
Topeka, KS
York, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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