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John Francis Oneill

O'NEILL FINANCIAL MANAGEMENT, INC.·LAKE FOREST, California
Unclaimed Profile
23201 LAKE CENTER DRIVE, SUITE 215, LAKE FOREST, CA 92630CRD# 2698082Firm CRD# 283273
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About

John Francis Oneill is a registered financial advisor based in LAKE FOREST, California, affiliated with O'NEILL FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
O'NEILL FINANCIAL MANAGEMENT, INC.
O'NEILL FINANCIAL MANAGEMENT, INC.
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at O'NEILL FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2698082
Firm CRD# 283273
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Francis Oneill offer?
John Francis Oneill specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE FOREST, California for a consultation.
What are John Francis Oneill's credentials?
John Francis Oneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Francis Oneill located?
John Francis Oneill is based in LAKE FOREST, California, working with O'NEILL FINANCIAL MANAGEMENT, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does John Francis Oneill charge for services?
John Francis Oneill's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'NEILL FINANCIAL MANAGEMENT, INC.?
O'NEILL FINANCIAL MANAGEMENT, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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