Douglas
O'Connell

Highpoint Advisor Group, LLC

CRD#4538806
Investment Advisor
in Bonita Springs, FL
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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

Disclosures

Yes

Office Location

Bonita Springs, FL

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Highpoint Advisor Group, LLC Brokerage Details

Total Assets Under Management

$1,936,183,000

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

87

FL Average: 44
Total Number of Accounts

6,315

FL Average: 2,564
Average Account Size

$306,601

FL Average: $2,603,165

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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

Disclosures

Douglas O'Connell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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