John Obrien
Financial Advisor, Senior Portfolio Advisor
- Role
- Financial Advisor, Senior Portfolio Advisor at Prime Capital Financial
- Location
- Bedford, NH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Obrien
As part of Prime Capital Financial, I’m backed by an advisor-owned firm that has put…
Experience
Financial Advisor, Senior Portfolio Advisor
Jun 2025 — Present
Education
Merrimack High School
High School Diploma/GED
1985 — 1989
Southern New Hampshire University
Attended no Degree Conferred, Finance and Economics
2026
Merrimack College
Certificate of Financial Planning
2004 — 2006
Skills
- Fixed Annuities
- Annuity Sales
- Insurance
- Fixed Income
- Finance
- Investments
- Bonds
- College Funding Strategies
- 401k Rollovers
- Financial Planning
- Series 66
- Life Insurance
- Uniform Combined State Law
- High Net Worth Individuals
- 529 Plans
- Financial Services
- Investment Advisory
- Variable Annuities
- Etfs
- Strategic Planning
- Investment Strategies
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Series 7
- Iras
- Personal Financial Planning
- Series 63
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