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Eugene George Oleary

LPL Financial LLC

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About Eugene George Oleary

Eugene Oleary is a financial advisor at LPL Financial LLC. Eugene Oleary has over 30 years of experience in the financial services industry. Eugene Oleary has a wide range of experience, including working with individuals, corporations, and charitable organizations. Eugene Oleary holds a variety of licenses and registrations, including Series 6, 7, 24, 55, 63, 66, and 9. Eugene Oleary also has a strong track record of providing financial advice to clients in the Williamsburg, VA area.

Firm Information

Eugene Oleary is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Eugene Oleary’s Registration & Firm History

VA

01/11/2024 - Present

LPL Financial LLC (WILLIAMSBURG VA)

NJ

01/23/2015 - 12/20/2017

NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)

NJ

12/09/2013 - 01/14/2015

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (PARSIPPANY NJ)

NJ

10/26/2012 - 12/23/2013

METLIFE SECURITIES INC. (SOMERSET NJ)

NJ

10/26/2012 - 12/23/2013

NEW ENGLAND SECURITIES (SOMERSET NJ)

NJ

10/26/2012 - 09/06/2013

TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)

NJ

10/26/2012 - 09/06/2013

WALNUT STREET SECURITIES, INC. (SOMERSET NJ)

NJ

10/11/2010 - 07/19/2012

RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)

MO

05/12/2008 - 04/09/2009

CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)

NJ

08/21/2007 - 04/09/2009

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

04/28/2006 - 08/21/2007

RYAN BECK & CO. (LIVINGSTON NJ)

MO

10/31/2002 - 05/01/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NJ

09/22/2000 - 02/19/2002

LETSGOTRADE, INC. (EAST BRUNSWICK NJ)

NE

04/27/1992 - 09/02/1999

WATERHOUSE SECURITIES, INC. (OMAHA NE)

NJ

03/22/1990 - 03/02/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/22/1990 - 03/02/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NJ

04/20/1989 - 02/10/1990

H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BOTH

Issued 05/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/17/2006

Series 4 - Registered Options Principal Examination

BC

Issued 05/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/13/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/27/1992

Series 7 - General Securities Representative Examination

BC

Issued 04/19/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene George Oleary.
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