Sophia O'nealCRD Number: 4614972
Current Firm: Suntrust Advisory Services, Inc.
Sophia O'neal (CRD# 4614972) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Williamsburg, VA and has over 15 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Joss Financial Group
Axa Advisors, LLC
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Dec 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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