Timothy Oneil
Timothy Oneil is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 38 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
5225 N Central Ave Ste 115, Phoenix, AZ, 85012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is associated with O'Neil Advisory LLC as an insurance agency, offering insurance investment planning since 1986. He dedicates about half of his time to this activity, selling life, medical, and fixed annuity products.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Sentra Securities CorporationBroker
G. R. Phelps & CO., INC.Broker
Columbus Securities, INC.Broker
State Registrations17 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.