Sheridan O'connor
Sheridan O'connor is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cary, NC, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Pinner Weald Way, Suite 102, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sheridan owns rental real estate properties and is a founding partner at O'Connor Wealth Group, dedicating about half of their time to the latter. They also work as a financial advisor for Four Corners Advisors Group.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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