Ryan O'connor
Investment adviser representative at LPL Financial LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
19 years in the industry.
- Highpoint Planning PartnersAug 2022 to now
- LPL Financial LLCMay 2018 to now
- Massachussets Mutual Life Insurance CompanyMar 2017 to May 2018
- MML Investors Services, LLCMar 2017 to May 2018
- Metlife Securities IncApr 2007 to Mar 2017
- Metropolitan Life Insurance CompanyApr 2007 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5319025
- Firm CRD
- 6413