Christopher Mcneil
Christopher Mcneil is a registered investment advisor at Osaic Wealth, INC., based in Edmond, OK, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
30 E Campbell St, Ste 200, Edmond, OK, 73034
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Chicago Partnership Board, INC.Broker
State Registrations16 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.