Advisor at Westminster Financial Advisory Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westminster Financial Advisory Corp
Location
Brookfield, CT 06804
Credentials
Series 63, Series 65
Industry experience
33 years
John Obrien is a financial advisor with Westminster Financial Advisory Corp in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 15 years before joining Westminster Financial Securities, Inc. in 2018. Obrien is also licensed as an insurance agent, offering various insurance products including health, disability, and life insurance. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, and small businesses. The firm emphasizes a diversified, multi-asset class investment approach with a buy-and-hold strategy supplemented by tactical adjustments based on market conditions.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
2 Old New Milford Road, Suite 3 F
Brookfield, CT 06804
Arizona · California · Connecticut · Florida · Georgia · Maryland · New York · North Carolina · South Carolina
Westminster Financial Securities, Inc.
2018 - Present (8 years)
Unemployed
2018 - 2018 (1 year)
Lincoln Financial Advisors Corp
2003 - 2018 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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