Gregory O'donnell
Gregory O'donnell is a registered investment advisor at Independent Financial Group, LLC, based in San Rafael, CA, with 29 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
1101 Fifth Avenue, Suite 150, San Rafael, CA, 94901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory hosts a financial program, owns O'Donnell Financial Services LLC as a registered investment advisor, and owns residential and commercial real estate. He is also a licensed insurance agent and real estate/mortgage broker, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
O'donnell Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Liberty Group, LLC
Liberty Group, LLCBroker
Royal Alliance Associates, INC.
Sterling Financial Services, INC
Royal Alliance Associates, INC.Broker
Wma Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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