Highpoint Advisor Group, LLC

Investment Advisor
in Bonita Springs, FL
Are you Douglas O'Connell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas O'Connell is a certified financial planner whose office is in Bonita Springs, Florida. Currently a registered advisor with Highpoint Advisor Group, LLC, they have accrued 11 years of work experience. O'Connell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. O'Connell is registered to work with customers in Illinois. During their career, O'Connell has held roles at Fifth Third Securities, Citigroup Global Markets Inc, Highpoint Advisor Group, LLC Dba Highpoint Planning Partners and Lpl Financial, LLC. Highpoint Advisor Group, LLC is located in Bonita Springs, Florida, and operates out of 35 brick-and-mortar locations in the country. In total, Highpoint Advisor Group, LLC manages $3 billion in assets throughout 8,887 accounts and employs more than 128 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 8,880 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Highpoint Advisor Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

Bonita Springs, FL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Highpoint Advisor Group, LLC Brokerage Details

Total Assets Under Management


FL Average: $6,674,516,078
Total Number of Employees


FL Average: 44
Total Number of Accounts


FL Average: 2,564
Average Account Size


FL Average: $2,603,165

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Douglas O'Connell Work History

Douglas has 11 years of experience.

2016 - Present (3 years)

Highpoint Advisor Group, LLC Dba Highpoint Planning Partners

2016 - Present (3 years)

Lpl Financial, LLC

2010 - 2016 (6 years)

Fifth Third Securities

2007 - 2010 (3 years)

Citigroup Global Markets Inc


Douglas O'Connell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started