Michael O'reilly
Michael O'reilly is a registered investment advisor at Dallas Financial Advisors, LLC, based in Dallas, TX, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 114 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
7616 LBJ Fwy, Ste 724, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Other 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
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations4 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.