Virginia Mcneil O'brien
Investment adviser representative at Simplicity Wealth
14 yearsExperience
1 stateRegistered in
$4.3BFirm 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 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
14 years in the industry.
- Simplicity WealthJul 2026 to now
- Mobile Bay Financial Solutions, LLCAug 2018 to now
- Mobile Bay Wealth Management, LLCJan 2024 to Jul 2026
- Ae Wealth Management, LLCJan 2017 to Jan 2024
- Global Financial Private Capital, LLCJun 2014 to Jan 2017
- Mcneil Consulting, Inc.May 2014 to Jul 2026
- Mcneil, Ahrens & Lambert Financial GroupJun 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
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
- 6098917
- Firm CRD
- 300572