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David John O'Neill

Heritage Financial LLC

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About David John O'Neill

David John O'Neill is a financial advisor with over 17 years of experience in the industry. David is currently registered with Heritage Financial LLC in Gainesville, VA. David previously worked at Spire Securities, LLC in McLean, VA. David holds Series 7, Series 65, and Series 66 securities licenses. David's areas of expertise include financial planning, portfolio management, and selection of other advisors. David has experience working with a variety of clients, including individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

David O'Neill is currently registered with Heritage Financial LLC. Heritage Financial LLC is a registered investment advisor located in Gainesville, VA. They provide financial planning and portfolio management services to individuals and families. The firm manages approximately $280 million in assets for clients. Their client base includes individuals, charitable organizations, and pension and profit-sharing plans.
Heritage Financial LLC

7001 HERITAGE VILLAGE PLAZA

GAINESVILLE, VA 20155

$280.61M

Assets Under Management

2

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David O'Neill’s Registration & Firm History

VA

10/11/2018 - Present

Heritage Financial LLC (GAINESVILLE VA)

VA

01/09/2018 - 08/31/2018

SPIRE SECURITIES, LLC (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 11/16/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/19/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David John O'Neill.
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