Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Arthur Oneill is an investment advisor representative associated with LPL Financial LLC in the San Diego, CA office. James has been in the industry for over 11 years. James is registered in Indiana as an Investment Advisor Representative. James Arthur Oneill is also associated with Arthur Lea Investments LLC, a DBA for LPL business.
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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CA
12/06/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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