David Odonnell is a registered investment advisor, based in Fernandina Beach, FL, with 36 years of industry experience.
Location
Fernandina Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the chairman, owner, and principal of The Patriot Financial Group LLC, a registered investment adviser, dedicating full-time hours to running the advisory business. He also owns two rental properties, New England on the Gulf and Whispering Birches, spending minimal time per week managing each.
Employment History
Current Registrations
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
The Patriot Financial Group, LLC
Previous Registrations
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
1717 Capital Management CompanyBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.