LO
CFP
LO
CFP

Leo O'connor

8 Years of Experience
Binghamton, NY
Broker

Leo O'connor is a CFP-designated registered investment advisor, based in Binghamton, NY, with 8 years of industry experience.

Location

33 Riverside Dr, Binghamton, NY, 13905

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Leo operates several DBAs for his LPL business, including Visions Investment Services, O'Connor Investments, and Visions Wealth Management. He also works as a DoorDash driver and Amazon Flex independent contractor, and manages Visions Analysis LLC for tax/investment purposes, dedicating nearly full-time hours to these activities during securities trading.

Employment History
Current Registrations
Visions Analysis LLCBroker
October 2017 - Present · 8 yrs 7 mos
LPL Financial LLC
July 2017 - Present · 8 yrs 10 mos
LPL Financial LLCBroker
July 2017 - Present · 8 yrs 10 mos
State Registrations11 states
AZCAFLMONCNJNYOHORPAWA
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.
Leo O'connor - Financial Advisor | TrueAdvisor