LPL Financial
27yrs
Top 24% by experience nationwide
30yrs
Brian Oconnell is a fiduciary financial advisor in Hebron, Connecticut, with 30 years in the industry. Brian joined LPL Financial in 2010, after 12 years at Pruco Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Hebron, and one of 5 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top advisor by experience in Hebron
Office32 Main St Unit #2, Hebron, CT 06248
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- 2010 – nowLPL Financial LLCCurrent firm
- 1998 – 2010Pruco Securities, LLC.Previously
Contact Brian
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Brian. 32 Main St Unit #2Hebron, CT 06248Office · Get directions Facebook pageLPL Financial
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Brian
How do I contact Brian?
Call LPL Financial at (704) 733-3300 and ask for Brian Oconnell. Brian works from the Hebron, CT office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1996, about 30 years. Top advisor by experience in Hebron.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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