O'neal Weber
O'neal Weber is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 57 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
1720 Kaliste Saloom Rd, #A-3, Lafayette, LA, 70508
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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
O'Neal is involved in several business activities, including a non-variable insurance DBA since 2004 and serving as president of a non-variable insurance entity since 2007, dedicating about 5% of his time to the latter. He also has a DBA for LPL business and a business entity for tax/investment purposes, dedicating significant time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Sma Equities, INC.Broker
Uslife Equity Sales CORP.Broker
Hartford Equity Sales Company INC.Broker
Lincoln Equities CorporationBroker
Hartford Variable Annuity Life Life Insurance CompanyBroker
Consolidated Programs, INC.Broker
State Registrations3 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.