Sean
Oconnor
Independent Financial Group, LLC
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About this Advisor
Sean Oconnor is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. Sean has previously held positions at Lucia Capital Group, Trx, Lpl Financial, LLC, and Independent Financial Group, LLC. Sean has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sean is part of Independent Financial Group, LLC, which operates out of San Diego, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Sean Oconnor Work History
Independent Financial Group, LLC
Lpl Financial, LLC
Lucia Capital Group
Trx
Disclosures
Please visit the SEC profile of Sean Oconnor 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 Independent Financial Group, LLC
Rockville, MD
Diamond Bar, CA
New Britain, CT
Hartford, CT
Buffalo, MN
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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