Kevin O'brien is a CFP-designated registered investment advisor, based in Northborough, MA, with 38 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
290 W Main St, Unit 5, Northborough, MA, 01532
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Regulatory History (1)
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Customer Dispute
May 2022Settled
Other Business Activities
Kevin co-owns vacation rental properties, is an author for "Biotech Boom", operates Wealth Enhancement Group as a DBA for his LPL business, and is a notary. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2024 - June 2025 · 11 mos
Triad Advisors LLCBroker
May 2016 - December 2022 · 6 yrs 7 mos
Peak Financial Services, INC.
February 2016 - October 2024 · 8 yrs 8 mos
Peak Financial Services, INC.
March 2005 - October 2010 · 5 yrs 7 mos
Commonwealth Financial Network
January 2001 - April 2016 · 15 yrs 3 mos
Commonwealth Financial NetworkBroker
June 1995 - April 2016 · 20 yrs 10 mos
American Express Financial Advisors INC.Broker
September 1988 - June 1995 · 6 yrs 9 mos
Ids Life Insurance CompanyBroker
September 1988 - June 1995 · 6 yrs 9 mos
State Registrations12 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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