Gregory O'donnell
Gregory O'donnell is a registered investment advisor at Independent Financial Group, LLC, based in San Rafael, CA, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1101 Fifth Avenue, Suite 150, San Rafael, CA, 94901
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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
Gregory hosts a financial program, owns O'Donnell Financial Services LLC as a registered investment advisor, and owns residential and commercial real estate. He is also a licensed insurance agent and real estate/mortgage broker, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
O'donnell Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Liberty Group, LLC
Liberty Group, LLCBroker
Royal Alliance Associates, INC.
Sterling Financial Services, INC
Royal Alliance Associates, INC.Broker
Wma Securities, INC.Broker
State Registrations8 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.