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O'neal Weber

LPL Financial LLC
57 Years of Experience
Lafayette, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

O'neal Weber is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 57 years of industry experience. O'neal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1720 Kaliste Saloom Rd, #A-3, Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

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.

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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
May 2004 - Present · 22 yrs 5 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Ws Griffith Securities, INC.
July 2002 - May 2004 · 1 yr 10 mos
Ws Griffith Securities, INC.Broker
November 1993 - May 2004 · 10 yrs 6 mos
Phoenix Equity Planning CorporationBroker
May 1987 - November 1993 · 6 yrs 6 mos
Sma Equities, INC.Broker
July 1984 - April 1987 · 2 yrs 9 mos
Uslife Equity Sales CORP.Broker
May 1979 - June 1984 · 5 yrs 1 mo
Hartford Equity Sales Company INC.Broker
June 1974 - May 1982 · 7 yrs 11 mos
Lincoln Equities CorporationBroker
December 1973 - May 1979 · 5 yrs 5 mos
Hartford Variable Annuity Life Life Insurance CompanyBroker
November 1973 - August 1974 · 9 mos
Consolidated Programs, INC.Broker
March 1969 - May 1974 · 5 yrs 2 mos
State Registrations3 states
INLATX
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.
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