Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bernard Oneill is a financial advisor based in Bonita Springs, Florida, with a total of 43 years in the industry. Oneill is currently employed by Lpl Financial LLC. Oneill has gained experience at O'Neill Financial, O'Neill & Company, H. Beck, Inc, National Planning Corporation and Lpl Financial LLC. Oneill maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Pennsylvania. Lpl Financial LLC is a financial advisory firm operating in Bonita Springs, Florida. The firm has offices in 8,011 locations and a total of 22,703 financial advisors. It oversees $153 billion in assets under management among its 680,466 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 899 charities and foundations. Of its 680,466 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Bernard Oneill Work History
Bernard has 43 years of experience.
Lpl Financial LLC
National Planning Corporation
O'Neill & Company
H. Beck, Inc
Bernard Oneill has no disclosures.
Please visit their SEC profile for more details.