Advisor at LBK Financial LLC
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Firm
LBK Financial LLC
Location
Whippany, NJ 07981
Credentials
Series 66
Industry experience
22 years
Daren O'Connor is a financial advisor at LBK Financial LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Citigroup and Citigroup Management Corp. since 2015. He serves as a member of the Hanover Township Economic Development Advisory Committee in Whippany, NJ. LBK Financial is an independent wealth management firm serving individuals and small businesses, including high-net-worth clients. The firm offers discretionary investment management and financial planning, focusing on customized portfolios using diversified ETFs and individual equities, with ongoing account monitoring and annual reviews.
$500 to $5,000 depending on service scope
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.65% $5,000,001+: 0.45%
$175 per hour
51 Parsippany Road
Whippany, NJ 07981
New Jersey
LBK Financial, LLC
2024 - Present (2 years)
Retired
2022 - 2024 (2 years)
Citigroup Management Corp.
2017 - 2022 (5 years)
Citigroup
2015 - 2016 (1 year)
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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