Martha Oneill is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.