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James Kevin Oneill

Intrua Financial

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About James Kevin Oneill

James Oneill is a registered investment advisor in Texas with Intrua Financial. James has been in the industry since 1994 and has experience in various areas such as financial planning, pension consulting, and selection of other advisors. James has been registered with Intrua Financial since 2018 and has a strong track record of success in helping clients achieve their financial goals.

Firm Information

James Oneill is currently registered with Intrua Financial. Intrua Financial is a registered investment advisor headquartered in Houston, TX. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Intrua Financial manages approximately $1.66 billion in assets for individuals, corporations, charitable organizations, and pension plans. They have a team of over 40 licensed agents and investment advisor representatives.
Intrua Financial

3737 BUFFALO SPEEDWAY

HOUSTON, TX 77098

$1.66B

Assets Under Management

Not reported

Total Clients

37

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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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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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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James Oneill’s Registration & Firm History

TX

01/04/2018 - Present

Intrua Financial (HOUSTON TX)

MI

02/05/2009 - 11/11/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (HUNTINGTON WOODS MI)

MI

04/06/1999 - 09/26/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAGINAW MI)

MI

05/31/1994 - 04/14/1999

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 03/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/1998

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

BC

Issued 05/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Kevin Oneill.
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