John Oneill, financial advisor Wayne PA

John Oneill

CRD Number: 2061375
Current Firm: Principal Securities, Inc.

John Oneill (CRD# 2061375) is an Investment Advisor Representative working at Principal Securities, Inc. in Wayne, PA and has over 33 years of experience in the finance industry. John Oneill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Strategic Benefits Group Wayne, PA Apr 2023 - Current < 1
Principal Life Insurance Company Wayne, PA Jan 2023 - Current 1
Principal Securities Inc. Wayne, PA Jan 2023 - Current 1
Strategic Financial Partners Wayne, PA Jan 2023 - Current 1
Lpl Financial Abington, PA Jul 2015 - Jan 2023 7
Oneill Consulting Corporation Wayne, PA Aug 2001 - Jan 2023 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for John A. Oneill
Phone Number: 888-774-6267
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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