Father-and-son financial advisors Michael and Patrick O’Reilly, operating in St. Louis as O’Reilly LLC, have joined LPL Financial’s broker-dealer and corporate RIA platforms with $150 million in advisory and brokerage assets, leveraging LPL as custodian, according to a recent news release.
The O’Reilly team, which includes two office support staff members, was formerly with Securities Service Network, a subsidiary of the Advisor Group network of broker-dealers.
For the past four decades, patriarch Michael O’Reilly has helped individuals and families achieve their financial goals by providing investment, tax and retirement planning advice. His son, Patrick, who became a partner in 2010, specializes in developing retirement strategies.
LPL Financial LLC, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.