David
O'Neill
Clarity Financial Advisors LLC
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About this Advisor
David O'Neill is a financial advisor based in Saint Petersburg, Florida, working with Clarity Financial Advisors LLC. David has previously held positions at Cambridge Investment Research, Inc, University Of South Florida - Leadership Center, Cambridge Investment Research Advisors, Inc, Clarity Financial Advisors LLC, and Ash Brokerage. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of Clarity Financial Advisors LLC, which operates out of Saint Petersburg, Florida. The firm has 1 office and 4 employees. The firm manages assets totaling $79.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Clarity Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Clarity Financial Advisors LLC Brokerage Details
$79,897,323
4
1,816
$43,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David O'Neill Work History
Clarity Financial Advisors LLC
Ash Brokerage
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
University Of South Florida - Leadership Center
Disclosures
Please visit the SEC profile of David O'Neill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarity Financial Advisors LLC
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
St Petersburg, FL
Saint Petersburg, FL
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