Gregory Charles O'donnell
Investment adviser representative at O'donnell Financial Services, LLC
30 yearsExperience
2 statesRegistered in
$427.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Independent Financial Group, LLCSep 2016 to now
- O'donnell Financial Services, LLCFeb 2015 to now
- Odonnell Financial GroupMay 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
O'donnell Financial Services, LLC
$427.1MAssets managed
995Clients
6Advisers
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
- 2802185
- Firm CRD
- 172520