Erik Oneal, financial advisor Philadelphia PA
93 score

Erik Oneal

CRD Number: 5371377
Current Firm: West Capital Management

Erik Oneal (CRD# 5371377) is an Investment Advisor Representative working at West Capital Management in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
O'neal Consulting Group, LLC Bensalem, PA Mar 2013 - Current 5
West Capital Management, Inc. Philadelphia, PA Aug 2013 - Oct 2016 3
Lpl Financial King Of Prussia, PA Sep 2012 - Mar 2013 < 1
Delaware Valley Financial Group King Of Prussia, PA Jan 2012 - Mar 2013 1
Financial Network El Segundo, CA Jan 2012 - Aug 2012 < 1
Friedenthal Financial, LLC Voorhees, NJ Jun 2011 - Dec 2011 < 1
Morgan Stanley Smith Barney Philadelphia, PA Mar 2011 - Jun 2011 < 1
Metlife Plymouth Meeting, PA Jun 2007 - Mar 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Erik W. Oneal
Phone Number: 215.731.1820
Registered State(s):
  • FL
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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