Martha Oneill is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 43 years of industry experience. Martha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3737 Buffalo Speedway Ste 400, Houston, TX, 77098
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Regulatory History (1)
Customer Dispute
April 2001Other Business Activities
Martha operates under the DBA Intrua Financial for her LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
Fsc Securities CorporationBroker
Cardell & Associates, IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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