Thomas Joseph Oneil
Investment adviser representative at LPL Financial LLC
24 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
24 years in the industry.
- LPL Financial LLCJan 2024 to now
- Rosenthal & Co., Pa's, CpasFeb 2018 to now
- Thomas O'neill, CpaAug 2023 to Jan 2024
- Cetera Financial Specialists LLCFeb 2023 to Dec 2023
- Cetera Investment Advisers LLCFeb 2023 to Dec 2023
- Cetera Investment Advisers LLCOct 2019 to Nov 2021
- Cetera Financial Specialists LLCJul 2019 to Nov 2021
- Keller Williams RealtyJan 2017 to Jun 2018
- Potter & Lamarca, LLPJul 2002 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7056728
- Firm CRD
- 6413