MO
MO

Michael Oconnell

2 Years of Experience
Tampa, FL
Sells Insurance

Michael Oconnell is a registered investment advisor at Florida Financial Advisors, LLC, based in Tampa, FL, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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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 ActivitiesSells Insurance

Michael is an independent insurance agent since January 2025, dedicating a few hours per week to this activity. He limits these hours during trading hours.

Employment History
Current Registrations
Florida Financial Advisors, LLC
September 2025 - Present · 8 mos
Previous Registrations
Pfg Private Wealth Management, LLC
September 2024 - September 2025 · 1 yr
Mutual of Omaha Investor Services, INC.
December 2018 - December 2019 · 1 yr
State Registrations1 state
FL
Advisor

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.