Leo O'connor is a CFP-designated registered investment advisor, based in Binghamton, NY, with 48 years of industry experience.
Location
33 Riverside Dr, Binghamton, NY, 13905
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Regulatory History (1)
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Customer Dispute
February 2002Closed-No Action
Other Business Activities
Leo operates Visions Investment Services and Visions Wealth Management as DBAs for his LPL business. He also owns O'Connor Income Realty LLC and O'Connor Capital Advisors LLC, both real estate rental businesses, dedicating minimal time to each.
Employment History
Current Registrations
Visions Analysis LLC
October 2017 - Present · 8 yrs 7 mos
Visions Analysis LLCBroker
October 2017 - Present · 8 yrs 7 mos
LPL Financial LLC
September 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Lincoln InvestmentBroker
June 2012 - November 2016 · 4 yrs 5 mos
Capital Analysts, IncorporatedBroker
July 2002 - June 2012 · 9 yrs 11 mos
Leigh Baldwin & CO., LLCBroker
September 1995 - July 2002 · 6 yrs 10 mos
Cygnet Securities, INC.Broker
June 1994 - September 1995 · 1 yr 3 mos
Amerinational Financial Services, INC.Broker
December 1992 - June 1994 · 1 yr 6 mos
Saperston Financial INC.Broker
October 1991 - December 1992 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
February 1988 - October 1991 · 3 yrs 8 mos
Cheevers, Hand & Angeline, INC.Broker
October 1984 - February 1988 · 3 yrs 4 mos
J. S. Barr & CO., INC.Broker
November 1981 - March 1984 · 2 yrs 4 mos
Cheevers, Hand & Angeline, INC.Broker
April 1978 - February 1982 · 3 yrs 10 mos
Flagship Securities, INC.Broker
April 1977 - May 1978 · 1 yr 1 mo
State Registrations37 states
AKALAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMSMTNCNHNJNVNYOHORPARISCTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.