Eric O'neill
Eric O'neill is a registered investment advisor at LPL Financial LLC, based in New Lenox, IL, with 29 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
1938 E Lincoln Hwy Ste 108, New Lenox, IL, 60451
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Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Eric is involved in tax preparation and accounting through Financial Servicenter Corp, dedicating about a quarter of his time. He also has a business entity for tax/investment purposes and sells fixed insurance, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Oak Brook Securities CORP.Broker
Prudential Securities IncorporatedBroker
State Registrations13 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.