William O'neil + Company

William O'neil + Company (CRD# 152620) is a financial advisory firm headquartered in Los Angeles, CA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL

Financial Advisors at William O'neil + Company
Showing 1 - 10 of 24 top financial advisors.
1
Michael G. Gardner
CRD#: 2803324
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
96
Wealthminder
score

Michael Gardner (CRD# 2803324) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 19 years of experience in the finance industry.

2
Heetae Kim
CRD#: 5143343
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
95
Wealthminder
score

Heetae Kim (CRD# 5143343) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 9 years of experience in the finance industry.

3
Cornelio A. Ash
CRD#: 5002815
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Cornelio Ash (CRD# 5002815) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 7 years of experience in the finance industry.

4
Steven L. Birch
CRD#: 1362772
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Steven Birch (CRD# 1362772) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 31 years of experience in the finance industry.

5
Vida G. Bruozis
CRD#: 2558280
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Vida Bruozis (CRD# 2558280) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 23 years of experience in the finance industry.

6
Jaroslaw Z. Buczek
CRD#: 4937183
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Jaroslaw Buczek (CRD# 4937183) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 10 years of experience in the finance industry.

7
Jeffrey M. Hall
CRD#: 5071329
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Jeffrey Hall (CRD# 5071329) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 11 years of experience in the finance industry.

8
Stephen T. Ketchmere
CRD#: 3241536
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Stephen Ketchmere (CRD# 3241536) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 18 years of experience in the finance industry.

9
Craig M. Oldt
CRD#: 2708666
12655 Beatrice Street Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Craig Oldt (CRD# 2708666) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 21 years of experience in the finance industry.

10
Kelly A. Webb
CRD#: 2471277
12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066
93
Wealthminder
score

Kelly Webb (CRD# 2471277) is an Investment Advisor Representative working at William O'neil + Company in Los Angeles, CA and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.