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ROBERT MICHAEL O'REILLY
ROBERT MICHAEL OREILLY, ROBERT OREILLY
CRD#: 5118643
IA
B
GREAT VALLEY ADVISOR GROUP, INC.CRD#: 123913 165 W. ASHLAND ST.
DOYLESTOWN, PA 18901
DOYLESTOWN, PA 18901
LPL FINANCIAL LLCCRD#: 6413 165 W ASHLAND ST
DOYLESTOWN, PA 18901-4047
DOYLESTOWN, PA 18901-4047
0
Disclosures
18
Years of Experience
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State Registrations
B
Florida 4/15/2015
B
Ohio 4/27/2015
B
New Jersey 1/3/2014
B
Pennsylvania 12/16/2013
B
New Mexico 1/9/2015
IA
Pennsylvania 10/3/2014
B
New York 12/16/2013
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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Registered with this firm since 10/3/2014
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Registered with this firm since 12/16/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/16/2013 - 11/02/2015 | FORT MILL, SC | |
IA | 10/03/2012 - 12/19/2013 | CHALFONT, PA | |
B | 08/15/2012 - 12/19/2013 | CHALFONT, PA | |
IA | 08/21/2009 - 08/07/2012 | CONSHOHOCKEN, PA | |
B | 08/20/2009 - 08/07/2012 | CONSHOHOCKEN, PA | |
B | 08/29/2008 - 05/29/2009 | DOYLESTOWN, PA | |
B | 05/19/2006 - 09/15/2008 | NEWTOWN, PA | |
IA | 09/02/2008 - 09/02/2008 | DOYLESTOWN, PA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.