David Ray O'dell
Investment adviser representative at Qm Advisors LLC
20 yearsExperience
1 stateRegistered in
$140.1MFirm assets
1 yearFirm 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
Experience
20 years in the industry.
- Qm Advisors LLCApr 2026 to now
- !qcl Solutions LLCMar 2017 to now
- Tradestation Securities, Inc.Mar 2006 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Qm Advisors LLC
$140.1MAssets managed
161Clients
10Advisers
1 yearIn 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
- 5202580
- Firm CRD
- 297438