Bernard
Oneill

Lpl Financial LLC

CRD#2442787
Investment Advisor
in Bonita Springs, FL
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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

Series 63, Series 65

Years of Experience

43 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9070 Spring Run Blvd, #102
Bonita Springs, FL 34135

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

FL Average: $16,012,751,954
Total Number of Employees

22,790

FL Average: 118
Total Number of Accounts

786,525

FL Average: 4,567
Average Account Size

$202,281

FL Average: $3,506,186

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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
  • Other

Bernard Oneill Work History

Bernard has 43 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2013 - Present (6 years)

National Planning Corporation

1993 - Present (26 years)

O'Neill Financial

1975 - Present (44 years)

O'Neill & Company

2003 - 2013 (10 years)

H. Beck, Inc

Disclosures

Bernard Oneill has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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