Christian O'neill is a CFP-designated registered investment advisor, based in Charlestown, RI, with 15 years of industry experience.
Location
Charlestown, RI
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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
Christian is an insurance agent selling various insurance products through Avantax Insurance, dedicating about 10-20% of his time. He also works as a tax preparer, acts as a trustee for two trusts, and is the executor for an estate, all taking minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations13 states
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