Cetera Advisors LLC
About this Advisor
Mark O`Neil is a financial advisor who is based in Allen Park, Michigan. Currently an advisor at Cetera Advisors LLC, O`Neil has 16 years of practice in the financial advisory industry. O`Neil has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. O`Neil is able to act as an advisor based out of Michigan. O`Neil has gained experience at Multi-Financial Securities Corporation and Cetera Advisors LLC. Cetera Advisors LLC is headquartered in Allen Park, Michigan, and has 692 additional brick-and-mortar locations throughout the United States. In total, Cetera Advisors LLC oversees $15 billion in assets across 58,946 accounts and retains more than 1,164 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 48,379 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cetera Advisors LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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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
- Educational seminars/workshops
Mark O`Neil Work History
Mark has 16 years of experience.
Cetera Advisors LLC
Multi-Financial Securities Corporation
Mark O`Neil has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Advisors LLC
Overland Park, KS
Paradise Valley, AZ
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.