Laura Ann O'NEil

Employer firm

Investment Leadership, LLC CRD 167352

$86.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Investment Leadership
  Forest, VA
• 06/1994 → Present
  Shamrock Construction Enterprises, Inc.
  Forest, VA

Other Businesses

Shamrock Construction Enterprises, Inc. Not investment related; 801 Lake Vista Drive Forest, VA 24551; Residential Construction; Administrative and Office Manager; Start June 1994; 20-25 Hours/Month; 0 during trading hours; administrative tasks and office management

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-31