Dan O'Brien, CFP
Capital Advisors, Ltd
Certified Financial Planner in Shaker Heights, OH
https://www.capitaladvisorsltd.com/
Address:20600 Chagrin Blvd.,1115
Shaker Heights, OH 44122
About Dan O'Brien
Dan O'Brien is a financial professional at Capital Advisors, Ltd located in Shaker Heights, Ohio. Dan O'Brien holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Dan O'Brien provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Dan O'Brien20600 Chagrin Blvd.,1115
Shaker Heights, OH 44122
Phone Number:
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Website:
https://www.capitaladvisorsltd.com/
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