Todd O'connell
Todd O'connell is a registered investment advisor at Bankers Life Advisory Services, INC., based in Concord, NH, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
6 Loudon Road Ste 302, Concord, NH, 03301
Get directionsHistory
Regulatory History (1)
Criminal
May 1998Other Business ActivitiesSells Insurance
Todd is a unit sales manager and insurance agent at Bankers Life & Casualty since 1998, focusing on sales and service of non-variable insurance products, and training/managing other agents. This takes nearly full-time, with about a quarter of his time being investment related.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Afs Brokerage, INC.Broker
State Registrations18 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.