Claire Oconnor
Claire Oconnor is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Medford, OR, with 6 years of industry experience. Claire 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
841 O'Hare Parkway, Ste 200, Medford, OR, 97504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Claire is an insurance agent for Avantax Insurance, selling approved insurance products, dedicating a few hours per week. She is also a Wealth Advisor at KDP Wealth Management LLC, providing financial planning and retirement income planning services, which is a nearly full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations16 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.