JAMES FERRELL OBRIEN is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 2024-07-12 | present | Yes |
| WEALTHPLAN PARTNERS, LLC | 2020-01-15 | 2024-07-12 | — |
| WEALTHPLAN PARTNERS | 2011-12-23 | 2020-07-10 | — |
| LPL FINANCIAL LLC | 2010-02-12 | 2012-01-11 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2009-08-14 | 2009-11-17 | — |