Laura O'neil (CRD# 7258958) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 3 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Leadership | Forest, VA | Nov 2013 - Current | 10 |
| Shamrock Construction Enterprises, Inc. | Forest, VA | Jun 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- VA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$288,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, TX, VA
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