Companies starting with O

O'Connor Portfolio Management, LLC f/k/a Wealth Portfolio Management, LLC

Catherine O'Connor 813-841-4426 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

O'Dell Jarvis Mandell LLC

Carole C. Foos (513) 791-7525 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol July 8, 2010 Withdrew as Member (Effective June 24, 2013)

Oak & Reed Capital Management, LLC

Ravi Malhotra 917-520-3482 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/14/11

Oak City Consulting

Cathy Vasilev (512) 796-3299 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/21/15

Oak Grove Capital, LLC

Mark Visnic 412-753-1980 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/5/12

Oak Point Financial Group, Inc.

John Knowlton (269) 532-1901 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/17/15

Oakview Capital Management, L.L.C.

Patrick Malone (214) 999-1175 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/9/08

Objective Capital Management LLC

Tristan R. Lewis

(216) 586-6389

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/21/2016

OBS Financial Services

Catherine Farley, EVP, COO

 

419-482-4540

  • Date of Joining Protocol

     

    9/12/2016

Occidental Asset Management, LLC

Jack Martel (415) 453-9433 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/17/13

Ocean Capital Management, LLC

Jim Aljian 707-230-2158 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/4/13

OceanIQ Capital, LLC f/k/a Tactical Advisor 6, LLC

Kai Chen (415) 676-1229 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/12/13

Old Port Advisors f/k/a Investment Management & Consulting Group

Tracy Rogers

207-774-6552

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    4/13/12
    Name/contact information amended 2/23/16

Oliver Luxxe Assets LLC f/k/a Beth Advisors, LLC

Brad Jacobson (908) 432-9081 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/17/14

Olson, Cross & Alamo, LLC

Michael J. Alamo (212) 608-1805 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/1/11

OM Pacific Capital LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/29/15

Omnia Family Wealth, LLC f/k/a Terese Advisors, LLC

Steven Wagner (305) 602-9080 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 17, 2014

One Charles Private Wealth, LLC

Paul Squarcia

(617) 337-4211

This email address is being protected from spambots. You need JavaScript enabled to view it.

Geoff Gorman

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    11/12/15

     

    Contact information updated 6/1/16

ONE Retirement, LLC

Ronald N. Sanders (913) 663-2458 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/22/15

One Wealth Advisors, LLC f/k/a Verna Advisors, LLC

David Steele (415) 729-1770 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 17, 2014

Open Range Financial Group, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/8/15

Oppenheimer & Co. Inc.

Leo Kogan (212) 668-8210 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/12/09

Optimum Wealth Management, LLC dba Green Family Wealth Management

Dennis J. Concilla (614) 628-0771 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/21/08

Opus Private Wealth Group LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/11/14

Opus Wealth Partners, LLC dba Opus Wealth Management Group

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/8/15

Orin Green Financial, LLC

Patrick J. Burns, Jr.

(310) 275-5059

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    12/02/2016

Orion Investment Advisors

Ahmed Farruk (703) 720-5992 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    11/23/15

    Withdrew as Member (Notice Provided April 13, 2017)

Oxford Financial Group, Ltd.

Sue A. McMillen (317) 843-5678 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    3/27/15

    Withdrew as Member (effective April 1, 2017)