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Kevin Oneil

KO Financial

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About Kevin Oneil

Kevin O'Neil is a financial advisor with over 30 years of experience in the financial services industry. Kevin is registered with the state of Virginia as an Investment Advisor Representative. Kevin works with clients to develop personalized financial plans, investment strategies, and retirement planning solutions. Kevin is also a licensed insurance agent and has a strong understanding of insurance products and strategies. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional. Kevin is committed to helping his clients achieve their financial goals.

Firm Information

Kevin Oneil is currently registered with KO Financial. KO Financial is an investment advisor with 1 licensed agent and 1 investment adviser representative. The firm manages approximately $16,500,000 in assets for 60 clients, primarily investment companies. They offer financial planning, pension consulting, and portfolio management services for individuals.

$16.50M

Assets Under Management

Not reported

Total Clients

1

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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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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Kevin Oneil’s Registration & Firm History

VA

06/05/2020 - Present

KO Financial (LEESBURG VA)

VA

06/14/2006 - 10/13/2006

PURSHE KAPLAN STERLING INVESTMENTS (LANSDOWNE VA)

MD

07/27/1998 - 05/01/2003

H. BECK, INC. (ROCKVILLE MD)

MD

09/23/1993 - 12/31/1997

H. BECK, INC. (ROCKVILLE MD)

IN

08/16/1991 - 10/21/1993

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

08/02/1983 - 09/24/1993

MONY SECURITIES CORP.

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Licenses & Designations

BC

Issued 07/05/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/30/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Oneil.
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