Yvonne Oneill (CRD# 3216749) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
O'neill Financial Management, Inc. | Lake Forest, CA | Apr 2016 - Current | 7 |
St. Joseph Ballet Dba The Wooden Floor | Santa Ana, CA | Jan 2010 - Current | 14 |
Independent Financial Group | Mission Viejo, CA | Feb 2012 - Apr 2016 | 4 |
O'neill Financial Management | Mission Viejo, CA | Mar 2010 - Apr 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- CA
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$253,494
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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