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Michael O'reilly

Dallas Financial Advisors, LLC
24 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
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Michael O'reilly is a registered investment advisor at Dallas Financial Advisors, LLC, based in Dallas, TX, with 24 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 124 clients with $81M in assets under management.

Dallas Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
124 clients
Average Client Portfolio
$652K average
Assets Under Management
$80.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are generally negotiable up to 2.00% annually and are calculated based on assets on the last business day of the prior billing period.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7616 LBJ Fwy, Ste 724, Dallas, TX, 75251

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2012
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the business owner and president of Camcon Medical Inc. since 2012, and a manager at O.W.L. (O'Reilly Winship Limited) and O'Reilly Winship LLC since 2018, dedicating about 10-20% of his time to each. He also provides investment advisory services through Dallas Financial Advisors, spending nearly full-time on this activity.

Employment History
Current Registrations
Dallas Financial Advisors, LLC
October 2023 - Present · 3 yrs
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
LPL Financial LLC
April 2024 - April 2024 · 0 mos
LPL Financial LLC
December 2012 - April 2024 · 11 yrs 4 mos
Raymond James Financial Services Advisors, INC
June 2009 - December 2012 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2009 - December 2012 · 3 yrs 7 mos
Banc of America Investment Services, INC.
May 2005 - June 2009 · 4 yrs 1 mo
Banc of America Investment Services, INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley
May 2002 - May 2005 · 3 yrs
Morgan Stanley Dw INC.Broker
February 2002 - May 2005 · 3 yrs 3 mos
State Registrations4 states
COKSMITX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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