TO
TO

Thorne Oconnell

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
275 clients
Average Client Portfolio
$691K average
Assets Under Management
$189.9M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

6345 Balboa Blvd. Building 1, Suite 100, Encino, CA, 91316

Get directions

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.

Learn about disclosures →
Other Business Activities

Thorne uses a DBA name for marketing purposes related to financial services and is also an IAR for X Advisors, LLC. These activities require minimal time.

Employment History
Current Registrations
X Advisors, LLC
April 2025 - Present · 10 mos
Independent Financial Group, LLC
December 2024 - Present · 1 yr 2 mos
Independent Financial Group, LLCBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2023 - July 2023 · 4 mos
State Registrations29 states
AKALARAZCACOFLGAIDKYMDMIMNMOMSNCNENMNVNYOHOKORSDTXWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thorne Oconnell - Financial Advisor | TrueAdvisor