Taylor O'neillCRD Number: 6274622
Current Firm: Charles Schwab & Company, Inc.
Taylor O'neill (CRD# 6274622) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Davenport, IA and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Ubs Financial Services Inc.
Lpl Financial LLC
|Charles Schwab & Company, Inc.||Davenport, IA||Jan 2015 - Current||8|
|Taylor Freymann Photography||Moline, IL||May 2012 - Aug 2017||5|
|Annette Barnum||Colona, IL||Oct 2015 - Feb 2017||1|
|Computer Team, Inc.||Bettendorf, IA||Oct 2012 - Feb 2016||3|
|Charming Charlie||Davenport, IA||Jul 2014 - Apr 2015||< 1|
|Scottrade||Davenport, IA||Dec 2013 - Jan 2015||1|
|Gap, Inc.||Davenport, IA||Jul 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2016|
|S63||Uniform Securities State Law Examination||Sep 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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