Timothy O'neal (CRD# 4022274) is an Investment Advisor Representative working at Archway Wealth Management, LLC in Kirkwood, MO and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archway Wealth Management, LLC | Kirkwood, MO | Sep 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | Oct 2015 - Sep 2023 | 7 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | Jan 2008 - Sep 2023 | 15 |
| Wells Fargo Advisors, LLC | Frontenac, MO | Feb 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- MO
- TX
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$359,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX, WI
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