Kelly O'neillCRD Number: 4252455
Current Firm: Wells Fargo Advisors Financial Network, LLC
Kelly O'neill (CRD# 4252455) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Williamsville, NY and has over 20 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Equitable Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Williamsville, NY||May 2015 - Current||8|
|Edward Jones||St Louis, MO||Jul 2002 - Mar 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management103,107MILLIONS
Total Number of Accounts267,333ACCOUNTS
Average Account Value$385,689
- 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
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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