Unclaimed Profile

James Sean O'halloran

MEG GREEN & ASSOCIATES, INC.·PLANTATION, Florida

SIE, Series 7, Series 52, Series 63, Series 65Clean record23 years registeredMEG GREEN & ASSOCIATES, INC.

8151 PETERS ROAD, PLANTATION, FL 33324CRD# 2850664Firm CRD# 284866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Sean O'halloran · PLANTATION, FL

Registration

CRD #2850664 · MEG GREEN & ASSOCIATES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

MG&A WEALTH

Aug 2016 – present

MEG GREEN & ASSOCIATES, INC.

Jul 2010 – Oct 2016

NORTH MIAMI BEACH, FL

DREYFUS SERVICE CORPORATION

Feb 2003 – Dec 2004

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · February 4, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEG GREEN & ASSOCIATES, INC.

CRD 284866 · SEC 801-108236

AUM

$719M

Regulatory assets under management

Employees

1,347 client accounts

Services offered by MEG GREEN & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MEG GREEN & ASSOCIATES, INC. →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANTATION?

Browse all registered financial advisors in PLANTATION, Florida or claim this profile if it's yours.

Browse PLANTATION Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Sean O'halloran offer?

James Sean O'halloran specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

What are James Sean O'halloran's credentials?

James Sean O'halloran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Sean O'halloran located?

James Sean O'halloran is based in PLANTATION, Florida, working with MEG GREEN & ASSOCIATES, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does James Sean O'halloran charge for services?

James Sean O'halloran's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEG GREEN & ASSOCIATES, INC.?

MEG GREEN & ASSOCIATES, INC. has approximately 12 employees and manages $719M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →