The Headlands Group, Inc.
The Headlands Group, Inc. (CRD# 105630) is a financial advisory firm headquartered in Larkspur, CA. They manage $72,044,228 in 95 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$758,360
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theresa Oneill (CRD# 854597) is an Investment Advisor Representative working at The Headlands Group, Inc. in Cotati, CA and has over 37 years of experience in the finance industry. Theresa 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.