JO
Juliana R. O'neill
TESFAYE O'NEILL FINANCIAL
Alexandria, VA 22310
Some features on this profile are disabled
CRD#: 7603705
JO
Professional summary
Juliana Rose O'neill is a registered financial advisor currently at TESFAYE O'NEILL FINANCIAL located in Alexandria, Virginia.
Juliana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Juliana has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
TESFAYE O'NEILL LAW IS AN ESTATE PLANNING LAW FIRM. IT IS NOT INVESTMENT-RELATED. THE ADDRESS IS 6416 GROVEDALE DRIVE, SUITE 202, ALEXANDRIA, VA 22310. I AM AN ATTORNEY WITH TESFAYE AMARE AND HAVE WORKED HERE SINCE APRIL 2015. I WORK 40 HOURS PER WEEK, ALL DURING SECURITIES TRADING HOURS. I HELP FAMILIES PLAN THEIR ESTATE AND PROTECT THEIR LEGACY.
CRS (Client Relationship Summary) - RIA
Click below to view Juliana Rose O'neill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 14, 2022 - Present
TESFAYE O'NEILL FINANCIAL
Office #1: 6350 Walker Lane, Suite 530, Alexandria, VA 22310RIA
CRD#: 322859
Alexandria, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(10/14/2022)
Current Firm
TO
TESFAYE O'NEILL FINANCIAL
BEACON ESTATE TAX WEALTH | TESFAYE O'NEILL FINANCIAL LLC | TESFAYE O'NEILL FINANCIAL | BEACON LAW TAX WEALTH
CRD#: 322859 / SEC#:
Virginia
Registered Investment Advisory firm - (10/14/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6350 Walker Lane, Suite 530, Alexandria, VA 22310
Mailing Address
Phone number
(703) 705-2011
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
