George Francis O'brien
Investment adviser representative at Mariner Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
13 years in the industry.
- Mariner WealthJun 2026 to now
- Mariner Wealth Advisors-icMay 2026 to now
- Purpose EquityMar 2026 to now
- TD Bank, N.A.May 2014 to Mar 2026
- TD Private Client Wealth LLCJul 2013 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (KS, SC).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2183177
- Firm CRD
- 289886