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Christopher Oneill

4 Years of Experience
Salt Lake City, UT
Broker

Christopher Oneill is a registered investment advisor at Cetera Investment Advisers LLC, based in Salt Lake City, UT, with 4 years of industry experience. Christopher 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

Salt Lake City, UT

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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 Activities

Christopher works as a freelance journalist since 2017, dedicating a few hours per week to this non-investment related activity. He also works as an assistant for Fifth and Forbes Financial, a DBA for investments, dedicating about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 2 yrs
Cetera Financial Specialists LLCBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Allegheny Investments, LTD.Broker
May 2023 - June 2024 · 1 yr 1 mo
Allegheny Investments, LTD.
February 2022 - June 2024 · 2 yrs 4 mos
Commonwealth Financial Network
November 2021 - November 2021 · 0 mos
State Registrations12 states
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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.
Christopher Oneill - Financial Advisor | TrueAdvisor