Lance O'neill (CRD# 6011871) is an Investment Advisor Representative working at B1b Financial Solutions in Nixa, MO and has over 11 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B1b Financial Solutions LLC | Nixa, MO | Dec 2019 - Current | 4 |
| Heim, Young & Associates, Inc. | Springfield, MO | Jan 2012 - Nov 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- MO
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$336,161
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO
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