Andrea Whitmire has been an investment adviser representative at O'Connell Investment and Insurance Services since May 2024, and is not listed among the firm’s executive officers or direct owners.
O'Connell Investment and Insurance Services, LLC is an Eugene, OR firm with $208M under management, 519 clients and 9 advisers across 6 offices, as of its February 2026 filing.
Andrea Whitmire’s longest registration is the current one, 2 years at O'Connell Investment and Insurance Services since 2024. Before joining O'Connell Investment and Insurance Services in 2024, Andrea Whitmire was registered through Kingswood Wealth Advisors, LLC.
- Go Wealth ManagementCurrent– present · 2 yearsGilbert, AZ · Adviser representative · Firm CRD 290254
- Kingswood Wealth Advisors, LLC– · under a yearGilbert, AZ · Adviser representative · Firm CRD 288792
Investment adviser representative registrations
Andrea Whitmire is registered as an investment adviser representative in Arizona, since May 2024.
- ArizonaSince 3 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrea Michelle Whitmire
- CRD
- 7770101
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- 1757 E BASELINE ROAD, SUITE 137, Gilbert, AZ 85233
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Whitmire work?
Andrea Whitmire is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrea Whitmire a financial advisor?
Yes. Andrea Whitmire has a current investment-adviser registration in Arizona, through O'Connell Investment and Insurance Services since May 2024.
How many years of experience does Andrea Whitmire have?
Andrea Whitmire has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Andrea Whitmire passed?
Andrea Whitmire passed the Series 65 in April 2023.
Where did Andrea Whitmire work before O'Connell Investment and Insurance Services?
Before O'Connell Investment and Insurance Services, Andrea Whitmire was registered through Kingswood Wealth Advisors, LLC, July 2023 to April 2024.
Where is Andrea Whitmire based?
Andrea Whitmire’s registered office is in Gilbert, AZ.
Is Andrea Whitmire registered with FINRA?
No. Andrea Whitmire has no current broker registration.
How can I verify Andrea Whitmire’s record?
Search CRD 7770101 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Whitmire’s full registration record.
