Corey Oneil is a registered investment advisor at LPL Financial LLC, based in Hampton, NH, with 18 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
1 Park Avenue, Unit 4-1, Hampton, NH, 03842
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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
Corey operates ONeil Financial Solutions as a DBA for their LPL business and is an agent selling non-variable insurance products like LTC and annuities. Corey also owns real estate rental properties through NBE Holdings LLC and NBE Holdings Massachusetts LLC, and works as Director of Trust Funding and Administration for Hudkins and ONeil PLLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations5 states
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