Verified recordFinancial Services

James W. Oconnor

Principal at Lpl Financial

Based in Philadelphia, United States

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Seniority

Director

Department

Finance & Accounting

Location

Philadelphia

Industry

Financial Services

Company size

14K

Contact information

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Email

1 credit

j•••••••@••••••.com

Phone

5 credits

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Background

About James W. Oconnor

Over 40 years experience in the financial services industry. Specialize in Credit Union member investment services including retirement planning, investment advisory and supplemental executive retirement plans (SERP's). Licensed general securities principal, financial and operations principal, options principal, municipal principal, registered representive, investment advisor and life, accident and health insurance agent.

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James W. Oconnor Email & Phone Number @ Lpl Financial | Kipplo Discover