Erik Oneal (CRD# 5371377) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'neal Consulting Group, LLC | Bensalem, PA | Mar 2013 - Current | 10 |
| West Capital Management, Inc. | Philadelphia, PA | Aug 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- FL
- PA
- TX
-
Total Assets Under Management2,726MILLIONS
-
Total Number of Accounts2,793ACCOUNTS
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Average Account Value$975,954
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
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