Daren O'connor is a registered investment advisor at Lbk Financial LLC, based in Whippany, NJ, with 22 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 8 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
51 Parsippany Road, Whippany, NJ, 07981
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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 Activities
Daren is a member of the Hanover Township Economic Development Advisory Committee, dedicating minimal time. He is also a passive investor in My Dad's Chips, with no management role.
Employment History
Current Registrations
Lbk Financial LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Goldman, Sachs & CO.Broker
State Registrations1 state
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.