CO
CO

Christian Oconnor

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Financial Planning:Investment management only
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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Victory Capital Services, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Victory Capital Management INC.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2022 - June 2023 · 11 mos
Citigroup Global Markets INC.
July 2022 - June 2023 · 11 mos
American Funds Distributors, INC.
July 2019 - May 2022 · 2 yrs 10 mos
American Funds Distributors, INC.Broker
December 2018 - May 2022 · 3 yrs 5 mos
Aig Capital Services, INC.Broker
March 2017 - November 2018 · 1 yr 8 mos
State Registrations15 states
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AdvisorBroker
Exams
No exam information available for this advisor.
Christian Oconnor - Financial Advisor | TrueAdvisor