About this Advisor
John O'Donnell is a financial advisor working out of Lisle, Illinois, who has been in the financial industry for 10 years. O'Donnell is currently employed by Spc. During their career, the advisor has held roles at Sigma Financial Corporation and Spc. O'Donnell holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and New York. Spc is a company that has its headquarters in Lisle, Illinois. The company has offices in 453 locations and a total of 628 employees. It administers $7 billion in total assets between its 36,841 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 36,841 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. Spc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which service is offered. Fee types charged by Spc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
- Educational seminars/workshops
John O'Donnell Work History
John has 10 years of experience.
Sigma Financial Corporation
John O'Donnell has no disclosures.
Please visit their SEC profile for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.