Family Freedom Wealth Management
43yrs
Top advisor by experience in Addison
35yrs
David Oconnor
Full name on record: David Patrick Oconnor
Financial advisor at Waterford Capital Investment Advisory Services
David Oconnor has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Addison, Texas. David joined Waterford Capital Investment Advisory Services in 2007, a firm offering investment management. Waterford Capital Investment Advisory Services reports being paid through a percentage of assets.
One of 133 advisors with offices in Addison, and one of 117 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Texas
Office14275 Midway Road Suite 138, Addison, TX 75001
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.03 million
Advisors at the firm2
States licensed ?1 state
Services through Waterford Capital Investment Advisory Services
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – now
Contact David
(214) 363-6920Waterford Capital Investment Advisory Services main office 14275 Midway Road Suite 138Addison, TX 75001Office · Get directions Firm websiteHTTP://WWW.WATERFORDCAPITAL.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Waterford Capital Investment Advisory Services at (214) 363-6920 and ask for David Oconnor. David works from the Addison, TX office.
How long has David been a financial advisor?
David has been in the industry since 1991, about 35 years. Top 7% by experience in Texas.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Waterford Capital Investment Advisory Services reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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