William O'neil, financial advisor Plymouth MI

William O'neil

CRD Number: 1084537
Current Firm: First Advisors National, LLC

William O'neil (CRD# 1084537) is an Investment Advisor Representative working at First Advisors National, LLC in Plymouth, MI and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
O'neil Insurance Agency Allen Park, MI Oct 2008 - Current 15
Wayne County Detroit, MI Jan 1987 - Current 37
Economic Financial Services Lincoln Park, MI Apr 1982 - Current 41
Cetera Advisors LLC El Segundo, CA Jan 2013 - Aug 2022 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for William J. O'neil
Phone Number: 1-855-326-7427
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    4,080
    ACCOUNTS
  • Average Account Value
    $85,871
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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