Austin O'neill (CRD# 6269636) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 4 years of experience in the finance industry.
CRD# 4697511
Financial Service Group Inc.
Score
103
CRD# 5923727
Fortress Planning Group
Score
103
CRD# 5701306
Primerica Advisors
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Russell Financial Services | Milwaukee, WI | Feb 2015 - Current | 3 |
| Edward Jones | St Louis, MO | Dec 2013 - Jan 2015 | 1 |
| Pentair | Milwaukee, WI | May 2013 - Dec 2013 | < 1 |
| University Of Wisconsin, Milwaukee | Milwaukee, WI | Aug 2010 - Dec 2013 | 3 |
| Prudential | Milwaukee, WI | May 2012 - Dec 2012 | < 1 |
| Car Quest | Marshfield, WI | May 2010 - Jan 2012 | 1 |
| College Works Painting | Milwaukee, WI | Jan 2011 - Dec 2011 | < 1 |
| Seehaffer Broadcasting | Marshfield, WI | May 2007 - Apr 2010 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- WA
- WI
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Total Assets Under Management50,533MILLIONS
-
Total Number of Accounts37,256ACCOUNTS
-
Average Account Value$1,356,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment 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
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