James
Oneil
Gwn Securities Inc
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About this Advisor
James Oneil is a financial advisor based in Lake Worth, Florida, working with Gwn Securities Inc. James has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hd Vest Advisory Services, Hd Vest Insurance Agency, Hd Vest Investment Services, Central Palm Beach County Chamber Of Commerce, and Ceo Financial Services. James has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, James is part of Gwn Securities Inc, which operates out of Lake Worth, Florida. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$3,079,617,915
755
62,656
$49,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
James Oneil Work History
Ceo Financial Services
Hd Vest Advisory Services
Hd Vest Insurance Agency
Hd Vest Investment Services
Central Palm Beach County Chamber Of Commerce
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of James Oneil 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 Gwn Securities Inc
Pensacola, FL
Fort Worth, TX
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Scottsdale, AZ
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