Gregory Charles O'DOnnell

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → Present
  Odonnell Financial Group
  Larskpur, CA
• 05/2013 → 09/2016
  Securities America, Inc.
  Larkspur, CA
• 05/2013 → 09/2016
  Securities America Advisors, Inc.
  Larkspur, CA
• 02/2015 → Present
  O'DOnnell Financial Services, Llc
  Larkspur, CA
• 09/2016 → Present
  Independent Financial Group, Llc
  San Rafael, CA

Previous Registrations

• 2013-05-14 → 2015-11-16
  Securities America Advisors, Inc.
  Larkspur, CA
  San Rafael, CA
• 2009-05-26 → 2013-05-14
  Financial Telesis Inc
  San Rafael, CA
  Larkspur, CA
• 2008-05-23 → 2009-05-28
  Liberty Group, Llc
  Oakland, CA
• 2000-03-09 → 2009-03-17
  Sterling Financial Services, Inc.
  Larkspur, CA
• 2000-07-11 → 2008-05-21
  Osaic Wealth, Inc.
  Larkspur, CA
  Larkspur, CA

Other Businesses

(1) THE GREG ODONNELL FINANCIAL HOUR POSITION: Officer/Director NATURE: Public Speaking INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2005 ADDRESS: 750 Battery, san francisco CA 94105, United States DESCRIPTION: HOST OF THE GREG O'DONNELL FINANCIAL HOUR DISCUSSING FINANCIAL TOPICS (2) O'DONNELL FINANCIAL SERVICES, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: 100% OWNER OF O'DONNELL FINANCIAL SERVICES, LLC DBA O'DONNELL FINANCIAL GROUP, AN SEC REGISTERED INVESTMENT ADVISOR (3) LANDLORD POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: 100% OWNER/LANDLOARD OF RESIDENTIAL & COMMERCIAL REAL ESTATE. (4) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1988 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (5) REAL ESTATE BROKER POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1987 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: CA REAL ESTATE BROKER (6) MORTGAGE BROKER POSITION: Agent/Representative NATURE: Mortgage Lending Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2015 ADDRESS: 1101 Fifth Avenue, Suite 150, San Rafael CA 94901, United States DESCRIPTION: CA MORTGAGE BROKER

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-06
• S63 Uniform Securities Agent State Law Examination
  1996-10-11

Other Names

• Gregory Charles Odonnell