Kevin Oneil, financial advisor Leesburg VA
96 score

Kevin Oneil

CRD Number: 1170126
Current Firm: Rafalko Advisors, Inc.

Kevin Oneil (CRD# 1170126) is an Investment Advisor Representative working at Rafalko Advisors, Inc. in Leesburg, VA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rafalko Investment Advisory, LLC Leesburg, VA Nov 2013 - Current 4
Piedmont Independent Fiduciaries, Inc. Leesburg, VA Jan 2008 - Current 10
Kevin A. O'neil Ltd. Leesburg, VA Feb 1995 - Current 22
Kelly Insurance Leesburg, VA Oct 1985 - Current 32
Piedmont Investment Advisors, LLC Ashburn, VA Mar 2006 - Apr 2012 6
Purshe Kaplan Sterling Investments Albany, NY May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Kevin A. Oneil
Phone Number: 800-767-8772
Firm Website:
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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