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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martha? Claim Your ProfileMartha Gail Oneill is a financial advisor with over 38 years of experience. Martha currently works for LPL Financial LLC in Houston, TX. Prior to this, Martha has held roles at B. RILEY WEALTH MANAGEMENT, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PRUCO SECURITIES CORPORATION, FSC SECURITIES CORPORATION, and CARDELL & ASSOCIATES, INCORPORATED. Martha has a wide range of experience in the financial services industry and holds a Series 6, 7, 63, and 65 licenses. Martha is registered with the state of Texas as a registered representative and investment advisor representative.
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.
1
2
TX
02/12/2021 - Present
LPL Financial LLC (HOUSTON TX)
TX
01/12/2009 - 02/18/2021
B. RILEY WEALTH MANAGEMENT (Alpine TX)
TX
01/31/1997 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NA
08/03/1985 - 01/24/1997
PRUCO SECURITIES CORPORATION
NJ
01/17/1983 - 01/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
03/06/1985 - 07/03/1985
FSC SECURITIES CORPORATION
NA
09/07/1984 - 03/11/1985
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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