Dan O’Sullivan, AIF

Phone: 215-641-2570 x359
Fax: 215-641-2573

Dan began his career at a major Wall Street firm in 1996.  In 2000, he became an LPL registered principal and opened up his own office.  Dan joined WhartonHill in 2010 and currently manages investment portfolios for individuals, businesses and organizations.

Education

Bachelor of Science in Accounting, Penn State University, 1996

Designations and Licenses

Accredited Investment Fiduciary, AIF.
Series 6, 7, 24, 63, Life and Health held with LPL Financial.
Series 65 held at Global Retirement Partners (GRP).

Community

Dan teaches a variety of financial courses through the local high school’s adult education programs.  He enjoys conducting these classes as a way to help educate the community and assist in its understanding the variety of financial opportunities available.

Dan is a volunteer football coach at the local high school, and his son’s junior sports teams.