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Thomas Patrick O connor

Keel Point, LLC

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About Thomas Patrick O connor

Thomas Patrick O'Connor is a Registered Representative and Investment Advisor Representative with Keel Point, LLC, a firm headquartered in Huntsville, Alabama. Thomas has been in the financial services industry since 2011. Thomas's professional experience includes work at Blue Creek Securities, LLC and Blue Creek Investment Partners, LLC. Thomas holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) examination. Thomas specializes in providing financial planning, portfolio management, and selection of other advisors to both businesses and individuals. Thomas is a board member for Camp ASCCA and a member of the Investment Committee for the Theta Chi Fraternity Foundation.

Firm Information

Thomas O connor is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting service to third-party ria

Consulting service to third-party ria

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas O connor’s Registration & Firm History

AL

04/20/2017 - Present

Keel Point, LLC (HUNTSVILLE AL)

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Licenses & Designations

BOTH

Issued 12/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Patrick O connor.
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