Nina O'neal, financial advisor Norcross GA

Nina O'neal

CRD Number: 5143162
Current Firm: Triad Advisors, LLC
Compensation Model: Both

Nina O'neal (CRD# 5143162) is an Investment Advisor Representative and Partner at Archer Investment Management in Raleigh, NC. 

 

Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC

CONTACT
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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Nov 2015 - Current 5
Capital Guardian, LLC Raleigh, NC Feb 2010 - Nov 2015 5
Capital Guardian Wealth Management, LLC Raleigh, NC Feb 2010 - Nov 2015 5
Gunnallen Financial Tampa, FL Nov 2009 - Feb 2010 < 1
Aflac Raleigh, NC Aug 2009 - Nov 2009 < 1
Unemployed Raleigh, NC Dec 2008 - Jul 2009 < 1
Merrill Lynch Pierce Finner & Smith Durham, NC Nov 2006 - Dec 2008 2
Merrill Lynch, Pierce, Fenner & Smith Durham, NC May 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2006
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Nina M. O'neal
Phone Number: 800-720-4003
Registered State(s):
  • CA
  • ID
  • IL
  • LA
  • NC
  • PA
  • TX
  • NY
By the Numbers
  • Total Assets Under Management
    1,275
    MILLIONS
  • Total Number of Accounts
    3,859
    ACCOUNTS
  • Average Account Value
    $330,347
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC

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Data verified by both the advisor and the public regulatory data.

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