EO
CFP
EO
CFP

Eric O'neill

4 Years of Experience
Newark, DE
BrokerSells Insurance

Eric O'neill is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

900 Prides Crossing, Newark, DE, 19713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric works as an independent contractor selling fixed insurance. This activity takes nearly all of Eric's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
November 2021 - August 2023 · 1 yr 9 mos
Securian Financial Services, INC.Broker
September 2021 - August 2023 · 1 yr 11 mos
State Registrations4 states
DEMDNJPA
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.