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Mark Oneill
46 Years of Experience
Philadelphia, PA
1 DisclosureBroker
Mark Oneill is a registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 46 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1735 Market Street, Suite 1400, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
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Regulatory
January 1989Final
Other Business Activities
Mark owns rental real estate property since April 2023, dedicating minimal time to it. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
March 2007 - September 2016 · 9 yrs 6 mos
Deutsche Bank Securities INC.Broker
January 2001 - September 2016 · 15 yrs 8 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
January 1990 - September 1997 · 7 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1989 - December 1989 · 3 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1988 - August 1989 · 1 yr 6 mos
Moseley Securities CorporationBroker
May 1987 - February 1988 · 9 mos
Sherwood Capital, INC.Broker
February 1987 - May 1987 · 3 mos
First Jersey Securities, INC.Broker
September 1979 - February 1987 · 7 yrs 5 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.