Deborah L Oneil
Investment adviser representative at M Holdings Securities, Inc.
27 yearsExperience
21 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you Deborah L Oneil? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Aem Partners, LLCSep 2022 to now
- M Holdings Securities, Inc.Sep 2022 to now
- Assured Equity Management CorporationSep 2022 to Jun 2024
- Equitable Advisors, LLCSep 1999 to Sep 2022
- AXA Advisors, LLCSep 1999 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 21 states (AZ, CA, CO, CT, FL, HI, KS, MD, MI, NC, NE, NJ, NM, NY, OR, PA, SD, TX, VA, WA, WY).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 2602166
- Firm CRD
- 43285