Cameron
O'Neill
Family Fiduciary Services, Inc
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About this Advisor
Cameron O'Neill is a financial advisor operating out of Beverly, Massachusetts with 1 year of industry experience. O'Neill works at Family Fiduciary Services, Inc. During their career, O'Neill has held roles at Fidelity Investments, Andover Investment Advisors, Junior & High School Student, College Of The Holy Cross (Student), Gannon Golf Course, Holy Cross Athletics and Citigroup. O'Neill holds Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Family Fiduciary Services, Inc is a registered investment firm headquartered in Beverly, MA. It has $124 million in assets under management across its 224 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 224 accounts, 42% belong to high-net-worth individuals who have more than $1 million in investable assets. Family Fiduciary Services, Inc provides a set of services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on the type of services offered. Fees billed by Family Fiduciary Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Fiduciary Services, Inc Brokerage Details
$123,477,874
7
224
$551,241
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cameron O'Neill Work History
Cameron has been registered as a financial advisor for 1 years.*
Citigroup
Fidelity Investments
Andover Investment Advisors
Holy Cross Athletics
College Of The Holy Cross (Student)
Gannon Golf Course
Junior & High School Student
*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 Cameron 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 Family Fiduciary Services, Inc
Beverly, MA
Beverly, MA
Beverly, MA
Beverly, MA
Newton Lower Falls, MA
Beverly, MA
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