Clifford
O'Conner
C.W. O'Conner Wealth Advisors, Inc
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About this Advisor
Clifford O'Conner is a chartered financial consultant who works out of Duluth, Georgia with 20 years of relevant experience. O'Conner is an employee of C.W. O'Conner Wealth Advisors, Inc. They have worked at C.w. O'conner Wealth Advisors, Inc for the entirety of their career. O'Conner maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. C.W. O'Conner Wealth Advisors, Inc is an advisory company operating out of Duluth, GA. It handles $227 million in total assets between its 473 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 473 accounts, 53% belong to high-net-worth clients who have at least $1 million in investable assets. The firm provides a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on the type of services provided. However, fees charged by C.W. O'Conner Wealth Advisors, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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C.W. O'Conner Wealth Advisors, Inc Brokerage Details
$226,914,300
3
473
$479,734
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Clifford O'Conner Work History
Clifford has been registered as a financial advisor for 20 years.*
Cw O'Conner Wealth Advisors
*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 Clifford O'Conner 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 C.W. O'Conner Wealth Advisors, Inc
Duluth, GA
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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