William
O'Neil
First Advisors National, LLC
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About this Advisor
William O'Neil is a financial advisor working out of Plymouth, Michigan with 1 year of industry experience. O'Neil works at First Advisors National, LLC. During their career, the advisor has held roles at Economic Financial Services, Wayne County, Cetera Advisors LLC and O'Neil Insurance Agency. O'Neil holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. First Advisors National, LLC is a registered investment company operating out of Atlanta, GA. It has offices in 60 locations and a total of 63 advisors. It administers $350 million in total assets among its 4,080 client accounts, placing it among the bigger firms in the nation by assets under management. First Advisors National, LLC has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. However, fees billed by First Advisors National, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Advisors National, LLC Brokerage Details
$350,351,823
63
4,080
$85,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
William O'Neil Work History
William has been registered as a financial advisor for 1 years.*
O'Neil Insurance Agency
Wayne County
Economic Financial Services
Cetera Advisors LLC
*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 William O'Neil 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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