Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin O'Neill is an investment advisor representative registered with Orba Wealth Advisors, LLC. Colin is based in Chicago, Illinois. Colin has been in the industry since 2015 and holds a Series 65 license. Colin has worked at several other financial firms before joining Orba Wealth Advisors, LLC. Colin specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, businesses, and high-net-worth clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
08/01/2024 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 12/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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