Michael
Oneill

Lpl Enterprise, LLC

CRD#2795197
Investment Advisor
in Miami, FL

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About this Advisor

Michael Oneill is a financial advisor based in Miami, Florida, working with Lpl Enterprise, LLC. Michael has previously worked at Uncle Eddies Restaurant, Thrivent Investment Management Inc, Thrivent Financial, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, Eventech Pro, Futurity First / Ekc Financial, The Prudential Insurance Company Of America, and Lpl Enterprise, LLC. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Lpl Enterprise, LLC, which operates in Miami, Florida. The firm has 1,075 offices and 4,650 employees. Lpl Enterprise, LLC manages assets totaling $18.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Nw 62Nd Ave Ste 120 Ste 120
Miami, FL 33126

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Lpl Enterprise, LLC Brokerage Details

Total Assets Under Management

$18,862,098,900

FL Average: $646,059,043
Total Number of Employees

4,650

FL Average: 13
Total Number of Accounts

114,002

FL Average: 661
Average Account Size

$165,454

FL Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Michael Oneill Work History

2024 - Present (1 year)

Lpl Enterprise, LLC

2022 - Present (3 years)

The Prudential Insurance Company Of America

2022 - 2024 (2 years)

Pruco Securities LLC

2021 - 2022 (1 year)

Eventech Pro

2020 - 2022 (2 years)

Futurity First / Ekc Financial

2019 - 2022 (3 years)

Mutual Of Omaha Insurance Company

2019 - 2022 (3 years)

Mutual Of Omaha Investor Services

2016 - 2018 (2 years)

Thrivent Financial

2015 - 2018 (3 years)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Thrivent Financial

2014 - 2015 (1 year)

Uncle Eddies Restaurant

Disclosures

Please visit the SEC profile of Michael Oneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Enterprise, LLC

Jordan Pritchard
Madison, AL
Matthew Pepe
Crofton, MD
Liping Cytrynowicz
Houston, TX
Tiffany Hackney
Rocky River, OH
Han Kyul Kim
Orange, CA
Hunter Furrow
Charlotte, NC
Bei Wan
Sherman Oaks, CA
Bruce Clithero
Saint Louis, MO

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