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
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| 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 |
- CA
- ID
- IL
- LA
- NC
- PA
- TX
- NY
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Total Assets Under Management1,275MILLIONS
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Total Number of Accounts3,859ACCOUNTS
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Average Account Value$330,347
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC
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