David Oneill is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Frisco, TX, with 38 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5850 Town & Country Blvd, Ste 1002, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of O'Neill Financial Group, providing financial and tax services, dedicating about a quarter of his time. He is also a real estate agent and a registered mortgage loan originator, each taking about 10-20% of his time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations6 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.