Drew
O'Connor
Capwealth Advisors, LLC
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About this Advisor
Drew O'Connor is a financial advisor based in Franklin, Tennessee, working with Capwealth Advisors, LLC. Drew has previously held positions at Investors Capital Corporation, Cetera Advisors LLC, Cetera Advisors Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, UBS Financial Services, and Capwealth Advisors, LLC. Drew is registered to provide services in Tennessee. Currently, Drew is part of Capwealth Advisors, LLC, which operates out of Franklin, Tennessee. The firm has 20 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Capwealth Advisors, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capwealth Advisors, LLC Brokerage Details
$1,350,928,526
20
1,992
$678,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Drew O'Connor Work History
Capwealth Advisors, LLC
Ubs Financial Services
Unemployed, Seeking Opportunities
Cetera Advisors LLC
Cetera Advisors Networks LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Investors Capital Corporation
Disclosures
Please visit the SEC profile of Drew O'Connor 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 Capwealth Advisors, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
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