Deborah
Oneil

Axa Advisors, LLC

CRD#2602166
Investment Advisor
in Denver, CO
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About this Advisor

Deborah Oneil is a certified financial planner based in Denver, Colorado. Currently an advisor at Axa Advisors, LLC, they have accrued 19 years of experience as a financial advisor. Oneil holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Oneil can operate in Arizona, Connecticut, Nebraska, Oregon, Wyoming, California, Colorado, Washington, D.C., Florida, Hawaii, Maryland, Michigan, New Jersey, North Carolina, Pennsylvania, South Dakota, Texas and Virginia. Oneil has spent their entire career at Axa Advisors, LLC. Axa Advisors, LLC is based out of Denver, Colorado, and has 844 offices throughout the nation. As a company, Axa Advisors, LLC oversees $15 billion in assets across 52,116 client accounts and retains more than 5,774 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Axa Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1800 Glenarm Place Ste. 900
Denver, CO 80202

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

CO Average: $7,464,549,021
Total Number of Employees

5,930

CO Average: 88
Total Number of Accounts

53,005

CO Average: 3,892
Average Account Size

$276,786

CO Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Deborah Oneil Work History

Deborah has 19 years of experience.

1999 - Present (20 years)

Axa Advisors, LLC

Disclosures

Deborah Oneil has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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