James
Oneil
Gwn Securities Inc
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About this Advisor
James Oneil is a financial advisor operating in Lake Worth, Florida with 4 years of relevant experience. Oneil is on the advisory team at Gwn Securities Inc. During their career, the advisor has held roles 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. Oneil has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Gwn Securities Inc is a business operating out of Palm Beach Gardens, FL. It has offices in 25 locations and a total of 755 advisors. It handles $3 billion in assets among its 58,177 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 58,177 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees charged by financial advisors are based on the type of financial services offered. Fees billed by Gwn Securities Inc most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
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
James has been registered as a financial advisor for 4 years.*
Central Palm Beach County Chamber Of Commerce
Ceo Financial Services
Hd Vest Advisory Services
Hd Vest Insurance Agency
Hd Vest Investment Services
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Owasso, OK
Owasso, OK
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Williamsport, PA
Palm Beach Gardens, FL
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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