Steven Lynn Oneal
Investment adviser representative at Sharebuilder 401k
11 yearsExperience
1 stateRegistered in
$0Firm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Sharebuilder 401kMar 2022 to now
- Allstate Insurance CompanyJul 2021 to now
- O'neal Enerprises LLCMay 2019 to Jun 2021
- Capital One InvestingDec 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2401880
- Firm CRD
- 300537