Dani O'donnell is a registered investment advisor, based in Bakersfield, CA, with 25 years of industry experience.
Location
5060 California Ave., Suite 600, Bakersfield, CA, 93309
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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
Dani works as a financial planner for Barnes Wealth Management Group, Inc. and sells Premier Designs Jewelry. Dani also works as a sales rep for John Hancock LTC, selling long-term care insurance, dedicating minimal time to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barnes Wealth Management Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations14 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.