Claim Profile
RO

Robert P O'connell

PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC·DALLAS, Texas
Unclaimed Profile
5001 SPRING VALLEY ROAD, DALLAS, TX 75244-3646CRD# 5464368Firm CRD# 159237
01

About

Robert P O'connell is a registered financial advisor based in DALLAS, Texas, affiliated with PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC
PANDA POWER FUNDS
AUM
$21M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AFFILIATE SERVICES AGREEMENTS
Regulatory
SEC/IARD CRD# 5464368
Firm CRD# 159237
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert P O'connell offer?
Robert P O'connell specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Robert P O'connell's credentials?
Robert P O'connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert P O'connell located?
Robert P O'connell is based in DALLAS, Texas, working with PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Robert P O'connell charge for services?
Robert P O'connell's firm is compensated through percentage of aum, performance-based fees, other: affiliate services agreements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC?
PANDA POWER GENERATION INFRASTRUCTURE FUND, LLC is a registered investment adviser with the SEC, managing $21M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty