Colleen O'brien
Colleen O'brien is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colleen owns a personal condo as rental real estate since 2022 and is responsible for all financial obligations. She spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Howe Barnes Hoefer & Arnett, INC.Broker
State Registrations1 state
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