Anita O'connor is a CFP-designated registered investment advisor, based in Irvine, CA, with 43 years of industry experience.
Location
9870 Research Dr, Irvine, CA, 92618-4310
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anita is an independent insurance agent for various independent insurance companies since 1984, dedicating minimal time to this activity. She is also an investment advisor representative, spending full-time hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America, INC.Broker
Associated Planners Investment Advisory INC
Gainsborough Financial Consultants, INC.
Associated Securities CORP.Broker
Private Ledger Financial Services, IncorporatedBroker
State Registrations1 state
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