Eugene Oneill
Eugene Oneill is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, VA, with 26 years of industry experience. Eugene 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
Firm Size
IM Fee
Assets Under Management
Location
Springfield, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eugene is a member of the Board of Directors and Treasurer of 230 Garth Road Owners Inc, dedicating minimal time. He is also a CPA/CFP and owner/sole proprietor of Eugene O'Neill, CPA, spending full-time hours on tax preparation and accounting. Additionally, Eugene is an agent licensed to sell life insurance and annuities through Avantax Insurance Agency and/or Avantax Insurance Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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