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Thomas Patrick Oneill

Lincoln Financial Distributors, Inc.

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About Thomas Patrick Oneill

Thomas Patrick Oneill is a financial advisor who has been active in the industry since October 23, 1984. Thomas is currently registered with Lincoln Financial Distributors, Inc. in Greensboro, North Carolina. He is also a registered representative with FINRA. Previously, Thomas was employed with a number of firms including Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Transamerica Securities Sales Corporation, AEGON USA Securities Inc., Cadaret, Grant & Co., Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc, Smith Barney, Harris Upham & Co., Incorporated, and J. B. Hanauer & Co. Thomas has passed the Series 7, Series 26, and SIE exams.

Firm Information

Thomas Oneill is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Thomas Oneill’s Registration & Firm History

NC

08/10/2009 - Present

Lincoln Financial Distributors, Inc. (GREENSBORO NC)

IN

04/03/2014 - 10/10/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

04/03/2014 - 10/10/2017

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

CA

02/12/1997 - 05/15/2009

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

IA

06/18/1992 - 05/10/1995

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

NY

01/02/1990 - 12/31/1991

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

04/11/1988 - 01/15/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

04/17/1985 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

10/19/1982 - 04/26/1985

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

03/30/1982 - 09/07/1982

J. B. HANAUER & CO.

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Licenses & Designations

BC

Issued 05/17/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Patrick Oneill.
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