Ormand O'neal
Ormand O'neal is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ormand co-owns The Xequtive Empire, LLC with his spouse, established in 2019, to separate personal long-term investments from short-term trading and real estate holdings. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.Broker
UBS Financial Services INC.
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
State Registrations49 states
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