Cassidy
O'Brien
B.O.S.S. Retirement Advisors, LLC
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About this Advisor
Cassidy O'Brien is a financial advisor based in Lehi, Utah, working with B.O.S.S. Retirement Advisors, LLC. Cassidy has previously held positions at State Farm Insurance, Universal Business Insurance, Vista Treatment Center, Boss Retirement Solutions, LLC, and Boss Retirement Advisors, LLC. Cassidy has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Cassidy is part of B.O.S.S. Retirement Advisors, LLC, which operates out of Lehi, Utah. The firm has 8 offices and 61 employees. The firm manages assets totaling $764.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and the selection of other advisers. The fee structure at B.O.S.S. Retirement Advisors, LLC includes fixed and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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B.O.S.S. Retirement Advisors, LLC Brokerage Details
$763,971,695
61
6,227
$122,687
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Cassidy O'Brien Work History
Boss Retirement Advisors, LLC
Boss Retirement Solutions, LLC
Vista Treatment Center
Universal Business Insurance
State Farm Insurance
Disclosures
Please visit the SEC profile of Cassidy O'Brien 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 B.O.S.S. Retirement Advisors, LLC
Lehi, UT
Provo, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
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