James Odonnell
James Odonnell is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairfax, VA, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9695 Main Street, Suite A, Fairfax, VA, 22031
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2019Other Business Activities
James works as an independent contractor and financial advisor for Kinnect Advisors, dedicating a full-time amount of time to this role. He also works as a consultant for Geddes & Co, a tax preparation firm, spending a few hours per week on data entry for individual tax returns.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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