Geoffrey Odonnell
Geoffrey Odonnell is a registered investment advisor at LPL Financial LLC, based in Huntersville, NC, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Huntersville, NC
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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
Geoffrey is the President and Owner of The Exodus Group, where he sells and services fixed annuities, life/health, and long-term care insurance products, and provides investment advice and financial products; these activities take up nearly all of Geoffrey's time. He also serves as a trustee for his daughter's irrevocable trust, dedicating minimal time to investing funds.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations6 states
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