Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hunter O'Neil is a financial advisor at LPL Financial LLC. David has been in the financial services industry since May 5, 2007. David is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, and Wisconsin. David also works with clients in other states and provides financial advice to individuals, corporations, and other businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
02/14/2018 - Present
LPL Financial LLC (LYONS FALLS NY)
NY
01/14/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (GOUVERNEUR NY)
NY
02/10/2009 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)
NY
04/02/2007 - 01/06/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
BOTH
Issued 08/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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