Laura Beth O'COnnor

Employer firm

First National Advisers, LLC CRD 277146

$7.37B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2002 → 08/2022
  Fnbo
  Omaha, NE
• 06/2015 → 09/2018
  Raymond James Financial Services,Inc
  Omaha, NE
• 06/2015 → 09/2018
  Raymond James Financial Services Advisors Inc.
  Omaha, NE
• 08/2020 → 04/2022
  Raymond James Financial Services, Inc.
  Omaha, NE
• 08/2020 → 04/2022
  Raymond James Financial Services Advisors, Inc.
  Omaha, NE
• 08/2022 → Present
  First National Advisers, Llc
  Omaha, NE

Previous Registrations

• 2020-08-26 → 2022-04-20
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
  Omaha, NE
• 2015-06-18 → 2018-09-13
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
• 2013-12-17 → 2015-06-18
  First National Capital Markets
  Omaha, NE
• 2010-06-02 → 2011-12-31
  First National Capital Markets
  Omaha, NE
• 2005-03-14 → 2010-06-02
  Cetera Investment Services Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

Name of Business: FNBO Address: 14010 FNB Pkwy Ste 200, Omaha, NE, 68154, United States Activity Type: Bank or Credit Union Associate Position/Title: Director Investment Related: Yes Start Date: 06/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Management of Private Client Managers team and Program Manager of Team Led Financial Advisory Services. a.the name of the other business: Greater Omaha American Heart Association b.whether the business is investment-related: No c.the address of the other business: 9900 Nicholas St Omaha NE, 68114 d.the nature of the other business: Non-Profit e.your position: Board Member f.title, or relationship with the other business: Board Member g.the start date of your relationship: 3/17/2022 h.the approximate number of hours/month you devote to the other business: 4 i.the number of hours you devote to the other business during securities trading hours: 2 j.and briefly describe your duties relating to the other business: Representation of FNBO for various events throughout the year with filling table for attending or coordinating other volunteers for the events (Heart Ball, Hart Walk & Go Red for Women) and Quarterly Board meeting attendance.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-28

Other Names

• Laura Beth Hefner
• Laura Beth Hefner