Daniel O'neill is a CFP-designated registered investment advisor, based in Greenwood Village, CO, with 26 years of industry experience.
Location
5445 DTC Parkway, Suite 1100, Greenwood Village, CO, 80111
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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
Daniel owns O'Neil Financial Management, an S Corp for his business as an independent contractor, but it is not investment related. He is also a financial advisor/IAR with Concurrent Investment Advisors DBA Legacy Private Wealth Partners, dedicating full-time hours, and an agent selling fixed/traditional insurance products for both Fixed Insurance and PKSF, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Peak Capital Investment Services,llc
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations6 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.