Erik OnealCRD Number: 5371377
Current Firm: Bryn Mawr Capital Management, LLC
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.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|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|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts2,793ACCOUNTS
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)
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
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