Terry OneillCRD Number: 1095101
Current Firm: Valmark Advisers, Inc.
Terry Oneill (CRD# 1095101) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Laguna Hills, CA and has over 15 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Valmark Advisers, Inc.||Akron, OH||Jul 2010 - Current||7|
|Valmark Securities, Inc.||Akron, OH||Jul 2010 - Current||7|
|Nfp Securities, Inc.||Laguna Hills, CA||Aug 2005 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV