Mark Ryan Oneil
Investment adviser representative at Advisory Alpha, LLC
18 yearsExperience
1 stateRegistered in
$4.4BFirm assets
15 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Advisory Alpha, LLCNov 2025 to now
- O'neil Insurance AgencyOct 2008 to now
- First Advisors National, LLCAug 2022 to May 2025
- Cetera Advisors LLCJan 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Alpha, LLC
$4.4BAssets managed
13,831Clients
66Advisers
15 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
- 4258712
- Firm CRD
- 158282