John
Oreilly

Signal Securities, Inc

CRD#1892541
Investment Advisor
in Lakeway, TX

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About this Advisor

John Oreilly is a financial advisor working in Lakeway, Texas with 15 years of industry experience. Oreilly is on the advisory team at Signal Securities, Inc. They have been an employee of Signal Securities, Inc for their whole career. Oreilly has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in Georgia, Massachusetts, North Carolina and Texas. Signal Securities, Inc is an advisory company based in Fort Worth, TX. The company has offices in 13 locations and a total of 42 financial advisors. It administers $511 million in assets under management between its 1,848 customer accounts, making it one of the larger firms in the country by assets under management. Of its 1,848 client accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Signal Securities, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the type of services offered. Fees charged by Signal Securities, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Lakeway, TX

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Signal Securities, Inc Brokerage Details

Total Assets Under Management

$510,825,674

TX Average: $3,042,739,679
Total Number of Employees

42

TX Average: 49
Total Number of Accounts

1,848

TX Average: 2,315
Average Account Size

$276,421

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Oreilly Work History

John has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Signal Securities, Inc

*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 John Oreilly 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 Signal Securities, Inc

Jim Wagner
Dallas, TX
James Dougherty
Fort Worth, TX
Jim Chen
Amarillo, TX
Janet Mengis
Fort Worth, TX
John Oreilly
Lakeway, TX
Buddy Butler
Fort Worth, TX
Michael Shisler
Fort Worth, TX
Matthew Kunz
Milton, 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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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.

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