Unclaimed Profile

Kevin Anthony Oneil

PIEDMONT INDEPENDENT FIDUCIARIES, INC.·GLEN ALLEN, Virginia

Series 6, Series 22, Series 63, Series 65Clean record25 years registeredPIEDMONT INDEPENDENT FIDUCIARIES, INC.

10900 NUCKOLS RD, GLEN ALLEN, VA 23060CRD# 1170126Firm CRD# 146540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Anthony Oneil · GLEN ALLEN, VA

Registration

CRD #1170126 · PIEDMONT INDEPENDENT FIDUCIARIES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

KO FINANCIAL

Jun 2020 – present

CARY STREET PARTNERS

Dec 2017 – May 2020

Lessburg, VA

RAFALKO INVESTMENT ADVISORY, LLC

Dec 2013 – Dec 2015

LESSBURG, VA

RAFALKO ADVISORS, INC.

Dec 2012 – Dec 2017

LEESBURG, VA

PIEDMONT INVESTMENT ADVISORS, LLC

May 2006 – Sep 2012

LANSDOWNE, VA

LOUDOUN INVESTMENT ADVISORS, LLC

Jan 2001 – Dec 2005

LEESBURG, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · January 24, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAFALKO ADVISORS, INC.

CRD 146540 · SEC 801-70010

AUM

$139M

Regulatory assets under management

Employees

239 client accounts

Services offered by RAFALKO ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RAFALKO ADVISORS, INC. →

Introduction

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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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