William James O'Neil is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2022-11-10 | present | Yes |
| VOYA FINANCIAL ADVISORS, INC. | 2018-10-10 | 2022-06-16 | — |
| SANTANDER SECURITIES LLC | 2017-01-11 | 2018-04-30 | — |
| USAA FINANCIAL PLANNING SERVICES | 2011-03-25 | 2016-07-29 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-04-25 | 2011-03-03 | — |
| TD AMERITRADE, INC. | 2003-09-10 | 2011-03-03 | — |