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Mark Ryan Oneil

First Advisors National, LLC

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About Mark Ryan Oneil

Mark Ryan Oneil is a financial advisor registered with First Advisors National, LLC in Detroit, Michigan. Mark has been in the financial industry since December 2000. Mark is registered with the state of Michigan. Mark previously worked at Cetera Advisors LLC and VESTAX SECURITIES CORPORATION. Mark has passed the Series 63, Series 65, Series 7 and SIE exams. Mark is also the managing director of O'Neil Insurance Agency LLC, an insurance marketing agency. Mark specializes in providing financial planning and retirement planning consultations to individuals and businesses.

Firm Information

Mark Oneil is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

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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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.

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retirement planning consultations

Retirement planning consultations

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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percentage of assets

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

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other

Solicitor/endorsement fees

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Mark Oneil’s Registration & Firm History

MI

08/12/2022 - Present

First Advisors National, LLC (Detroit MI)

MI

01/01/2004 - 08/15/2022

CETERA ADVISORS LLC (ALLEN PARK MI)

OH

12/20/2000 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

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Licenses & Designations

IA

Issued 08/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Ryan Oneil.
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