Financial advisor Gregory O’Donnell of O’Donnell Financial Group in Larkspur, California, has become a registered representative with independent broker-dealer Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services.
O’Donnell Financial Group, which has US$1.425 million in annual revenue and US$137 million in client assets, began as a real estate and mortgage broker in 1987, before evolving naturally into the securities and insurance fields.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
A believer in the strength of quality marketing, O’Donnell Financial Group began advertising on the radio in 1999, eventually launching their own radio show, Money Matters, in 2002.
O’Donnell said: "It was important to partner with an experienced leader in the broker-dealer world to provide us the support and product offerings we require to continue to grow and expand our business."
In just the first few weeks since joining Securities America, O’Donnell said he has been impressed by the support he has received and pleased to learn about new products and services available to help aid the growth of his practice.
"We employ a holistic planning method that recognizes people need more than just investment advice. We can help our clients with insurance, trusts, mortgages, college financing and, of course, investments and retirement planning. And we are willing to discuss financial questions and solutions without regard to account size," O’Donnell added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataGregg Johnson, senior vice president of branch office development and acquisitions said: "With such a strong footprint in the San Francisco area, and a broad reach with their unique radio show, we are excited to welcome Greg O’Donnell and his practice to the Securities America family. We look forward to the opportunity to help Greg and his group with their recruiting efforts by providing our extensive technology, practice management and business growth resources."
