Timothy
O'Connell
Blue Sky Capital Consultants Group, Inc
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About this Advisor
Timothy O'Connell is a financial advisor based in Poway, California, working with Blue Sky Capital Consultants Group, Inc. Timothy has previously held positions at Ifs Financial Services, Touchstone Securities Inc, Independent Financial Group, Capital Financial Consultants Group, Hr Block, Blue Sky Capital Consultants Group, Inc, and Oppenheimerfunds Distributor, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Timothy is part of Blue Sky Capital Consultants Group, Inc, which operates out of Poway, California. The firm has 3 employees and manages assets totaling $193.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Blue Sky Capital Consultants Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Sky Capital Consultants Group, Inc Brokerage Details
$193,379,408
3
1,241
$155,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Timothy O'Connell Work History
Blue Sky Capital Consultants Group, Inc
Independent Financial Group
Capital Financial Consultants Group
Hr Block
Ifs Financial Services
Touchstone Securities Inc
Oppenheimerfunds Distributor, Inc
Disclosures
Please visit the SEC profile of Timothy O'Connell 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 Blue Sky Capital Consultants Group, Inc
Poway, CA
Poway, CA
Poway, CA
Poway, CA
Poway, CA
Poway, CA
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