Kylee
Oneil
Advisors Asset Management, Inc
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About this Advisor
Kylee Oneil is a financial advisor based in Charlotte, North Carolina, working with Advisors Asset Management, Inc. Kylee has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Allynn James Real Estate Group, Re/Max Preferred Associates, Hondros, Brint Electric, State Bank, Bank Of America, N.A, Ubs Financial Services Inc, Kestra Investment Services, Kestra Private Wealth Services, and Advisors Asset Management, Inc. Kylee has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Ohio. Currently, Kylee is part of Advisors Asset Management, Inc, which operates out of Charlotte, North Carolina. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,853,640,375
272
1,767
$2,180,894
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Kylee Oneil Work History
Advisors Asset Management, Inc
Kestra Investment Services
Kestra Private Wealth Services
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Allynn James Real Estate Group
Bank Of America, N.A
Re/Max Preferred Associates
Hondros
Brint Electric
State Bank
Disclosures
Please visit the SEC profile of Kylee Oneil 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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