Timothy Kevin O'brien
Investment adviser representative at Ausdal Financial Partners, Inc.
16 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ausdal Financial Partners, Inc.Sep 2024 to now
- Intervest International IncFeb 2022 to Feb 2025
- Intervest International Equities CorpJun 2010 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 5798481
- Firm CRD
- 7995