Clifford Walter O'conner
Investment adviser representative at C.W. O'conner Wealth Advisors, Inc.
31 yearsExperience
1 stateRegistered in
ChFC®Designation
$264.6MFirm assets
Are you Clifford Walter O'conner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- C.W. O'conner Wealth Advisors, Inc.Mar 1995 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (GA).
C.W. O'conner Wealth Advisors, Inc.
$264.6MAssets managed
135Clients
3Advisers
20 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
- 2192846
- Firm CRD
- 125646