Kevin Darrell Oconnell
Investment adviser representative at LPL Financial LLC
22 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- Darren OverlieJan 2020 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJan 2020 to Jul 2021
- Waddell & Reed, Inc.Jan 2020 to Jul 2021
- UnemployedJun 2019 to Dec 2019
- D.A. Davidson & Co.Jan 2019 to Jun 2019
- UnemployedNov 2018 to Jan 2019
- Holy Spirit Catholic ChurchJun 2018 to Nov 2018
- Various Insurance Carriers for W&r Insurance AgenciesAug 2010 to Nov 2018
- Waddell & Reed, Inc.Aug 2010 to Nov 2018
- Maple Tree Holdings LLCJun 2007 to Nov 2018
- K-j Properties LLCAug 2004 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2813765
- Firm CRD
- 6413