Michael James Oneill
Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaNov 2022 to now
- Pruco Securities LLCJul 2022 to Nov 2024
- Eventech ProNov 2021 to Jul 2022
- Futurity First / Ekc FinancialMay 2020 to Jan 2022
- Mutual of Omaha Insurance CompanyMay 2019 to May 2022
- Mutual of Omaha Investor ServicesMay 2019 to May 2022
- UnemployedFeb 2018 to May 2019
- Thrivent FinancialJul 2016 to Jan 2018
- Thrivent Investment Management IncOct 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 2795197
- Firm CRD
- 8733