B1b Financial Solutions

B1b Financial Solutions (CRD# 307249) is a financial advisory firm headquartered in , . They manage $33,616,125 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $336,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at B1b Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Lance O'neill, financial advisor Nixa MO
Lance P. O'neill
CRD#: 6011871
Nixa, MO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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