Sophia O'nealCRD Number: 4614972
Current Firm: Suntrust Investment Services, Inc.
Sophia O'neal (CRD# 4614972) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Williamsburg, VA and has over 14 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Axa Advisors, LLC
Joss Financial Group
|Suntrust Investment Services, Inc.||Atlanta, GA||Dec 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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