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Kevin Oneill

28 Years of Experience
El Paso, TX
1 DisclosureBrokerSells Insurance

Kevin Oneill is a registered investment advisor at Cetera Investment Advisers LLC, based in El Paso, TX, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6006 North Mesa Suite 406, El Paso, TX, 79912

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023
Settled
Other Business ActivitiesSells Insurance

Kevin is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating full-time hours to this. He also owns residential rental property and operates two DBAs for financial advising and financial services, spending full-time hours on these activities as well.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Cetera Advisors LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital CORP.Broker
September 2008 - October 2016 · 8 yrs 1 mo
Investors Capital Advisory
September 2008 - October 2016 · 8 yrs 1 mo
AXA Advisors, LLC
July 1998 - September 2008 · 10 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1998 - January 2000 · 1 yr 6 mos
AXA Advisors, LLCBroker
July 1998 - September 2008 · 10 yrs 2 mos
Madison Capital Markets CORP.Broker
March 1998 - June 1998 · 3 mos
Millennium Securities CORP.Broker
April 1997 - March 1998 · 11 mos
State Registrations12 states
AZCACOFLGAMSNJNMNVORTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Oneill - Financial Advisor | TrueAdvisor