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Deanna Lynn O'Neal

Vanderbilt Advisory Services

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About Deanna Lynn O'Neal

Deanna Lynn O'Neal is a financial professional with over 20 years of experience in the industry. Deanna is currently registered with Vanderbilt Advisory Services, where Deanna provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Deanna holds Series 3, 6, 63, 65, and SIE licenses. Deanna has also previously worked as a Financial Advisor at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Deanna's expertise in financial planning and investment management allows Deanna to help clients reach their financial goals.

Firm Information

Deanna O'Neal is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Deanna O'Neal’s Registration & Firm History

WA

11/15/2023 - Present

Vanderbilt Advisory Services (Silverdale WA)

WA

06/28/2023 - 11/02/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 09/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2005

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deanna Lynn O'Neal.
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