Terry R. Oneill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terry Richard Oneill was a registered financial professional .
Terry is a previously registered financial professional and started their career in finance in 1983. Terry had worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 1, 2010 - February 9, 2023
VALMARK ADVISERS, INC.
July 1, 2010 - February 9, 2023
VALMARK SECURITIES, INC.
August 15, 2005 - July 1, 2010
KESTRA INVESTMENT SERVICES, LLC
August 15, 2005 - July 1, 2010
KESTRA INVESTMENT SERVICES, LLC
March 20, 1986 - August 17, 2005
WALNUT STREET SECURITIES, INC.
September 30, 1983 - January 24, 1986
LOCUST STREET SECURITIES, INC.
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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