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Amber Linnae O'Neill

Financial Dimensions, Inc.

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About Amber Linnae O'Neill

Amber Linnae O'Neill is an investment advisor representative associated with Financial Dimensions, Inc. Amber is registered with the state of Maryland and holds the Series 65 exam. Amber has been in the financial services industry since 2013, working at various companies, including First Financial FCU and Towson University. Financial Dimensions, Inc. provides financial planning, portfolio management for individuals, and hourly charges and a percentage of assets for their clients.

Firm Information

Amber O'Neill is currently registered with Financial Dimensions, Inc.. Financial Dimensions, Inc. is an investment advisor headquartered in [REDACTED]. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals. They manage approximately $62.77 million in assets for 236 clients.

$62.77M

Assets Under Management

100

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amber O'Neill’s Registration & Firm History

MD

01/01/2025 - Present

Financial Dimensions, Inc. (LUTHERVILLE MD)

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Licenses & Designations

IA

Issued 05/30/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Linnae O'Neill.
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