Rick
O'Neal
Madison Avenue Securities, LLC
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About this Advisor
Rick O'Neal is a financial advisor based in Olathe, Kansas, working with Madison Avenue Securities, LLC. Rick has previously held positions at Attain Enterprises, Inc, Lincoln Financial Securities Corporation, Client One Securities, LLC, and Madison Avenue Securities, LLC. Rick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Rick is part of Madison Avenue Securities, LLC, which operates out of Olathe, Kansas. The firm has 58 offices and 102 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Madison Avenue Securities, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Madison Avenue Securities, LLC Brokerage Details
$1,824,130,785
102
13,989
$130,398
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
Rick O'Neal Work History
Madison Avenue Securities, LLC
Attain Enterprises, Inc
Client One Securities, LLC
Lincoln Financial Securities Corporation
Disclosures
Please visit the SEC profile of Rick O'Neal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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