Robert
Oneal
Wellington Shields & Co., LLC
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About this Advisor
Robert Oneal is a financial advisor based in Thomasville, Georgia, working with Wellington Shields & Co., LLC. Robert has previously held positions at First Commerce Credit Union and Wellington Shields. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Georgia. Currently, Robert is part of Wellington Shields & Co., LLC, which operates out of Thomasville, Georgia. The firm has 2 offices and 24 employees. The firm manages assets totaling $408.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Wellington Shields & Co., LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wellington Shields & Co., LLC Brokerage Details
$408,723,807
24
493
$829,054
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robert Oneal Work History
Wellington Shields
First Commerce Credit Union
Disclosures
Please visit the SEC profile of Robert Oneal 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 Wellington Shields & Co., LLC
New York, NY
Thomasville, GA
Locust Valley, NY
Thomasville, GA
New York, NY
Shelburne Falls, MA
New York, NY
New York, NY
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