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Scott Oneal

41 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Scott Oneal is a registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 41 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 Main St, Ste 1700, Fort Worth, TX, 76102

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History

Regulatory History (1)
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Customer Dispute
September 2021
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2009 - Present · 17 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2009 - Present · 17 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley
March 1985 - April 2007 · 22 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 1985 - April 2007 · 22 yrs 2 mos
State Registrations35 states
AKALARAZCACOCTDEFLGAHIIAINKSLAMAMDMIMNMOMSNCNENJNMNYOHOKRISCTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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