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Joanne Rae O'donnell

PUNTER SOUTHALL LLC·WALTHAM, Massachusetts
Unclaimed Profile
200 WEST STREET, WALTHAM, MA 02451CRD# 5040590Firm CRD# 126765
01

About

Joanne Rae O'donnell is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with PUNTER SOUTHALL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGILIS PARTNERS LLC
AGILIS PARTNERS LLC
AUM
$6.7B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at AGILIS PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5040590
Firm CRD# 126765
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joanne Rae O'donnell offer?
Joanne Rae O'donnell specializes in Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Joanne Rae O'donnell's credentials?
Joanne Rae O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanne Rae O'donnell located?
Joanne Rae O'donnell is based in WALTHAM, Massachusetts, working with PUNTER SOUTHALL LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Joanne Rae O'donnell charge for services?
Joanne Rae O'donnell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUNTER SOUTHALL LLC?
PUNTER SOUTHALL LLC has approximately 45 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PUNTER SOUTHALL LLC

Ryan Darden Mcglothlin
WALTHAM, MA
Terence Patrick Mahoney
WALTHAM, MA
Thomas Cassara
WALTHAM, MA
Michael Jonathan Faulkner
WALTHAM, MA

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Research
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