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Kevin Anthony Oneil

PIEDMONT INDEPENDENT FIDUCIARIES, INC.·GLEN ALLEN, Virginia
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10900 NUCKOLS RD, GLEN ALLEN, VA 23060CRD# 1170126Firm CRD# 146540
01

About

Kevin Anthony Oneil is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with PIEDMONT INDEPENDENT FIDUCIARIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RAFALKO ADVISORS, INC.
RAFALKO ADVISORS, INC.
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RAFALKO ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1170126
Firm CRD# 146540
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Anthony Oneil offer?
Kevin Anthony Oneil specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Kevin Anthony Oneil's credentials?
Kevin Anthony Oneil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Anthony Oneil located?
Kevin Anthony Oneil is based in GLEN ALLEN, Virginia, working with PIEDMONT INDEPENDENT FIDUCIARIES, INC.. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Kevin Anthony Oneil charge for services?
Kevin Anthony Oneil'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 PIEDMONT INDEPENDENT FIDUCIARIES, INC.?
PIEDMONT INDEPENDENT FIDUCIARIES, INC. has approximately 3 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCJames J Donlin — CAPITOL SECURITIES MANAGEMENT, INC.Lia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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