Robert O'neal
Robert O'neal is a registered investment advisor at Wells Fargo Advisors, based in Fort Smith, AR, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3500 S 79th Street, Suite B 1st Fl, Fort Smith, AR, 72903
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Robert has a 50% ownership in Horizons Wealth Partners LLC and 100% ownership in Orizzonti Holdings LLC. He spends about a quarter of his time on Horizons Wealth Partners LLC and minimal time on Orizzonti Holdings LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 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.