John Oneal is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a trustee for the Joseph E. and Ethel B O'Neal Revocable Trust and a managing partner in JSO Partners, LLC, a commercial property. He also provides marketing and solicitation activities for Touchstone Securities, dedicating a few hours per week.
Employment History
Current Registrations
Touchstone Advisors INC
Touchstone Securities, LLC
Touchstone Securities, LLCBroker
Previous Registrations
Sun Life Financial Distributors, INC.Broker
Securian Financial Services, INC.Broker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations10 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.