Steven Lynn Oneal

Employer firm

Sharebuilder 401K CRD 300537

5,500 advisory clients

Reported services (Item 5G)

• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 05/2019
  Capital One Investing
  Houston, TX
• 05/2019 → 06/2021
  O'NEal Enerprises Llc
  Spring, TX
• 07/2021 → Present
  Allstate Insurance Company
  Spring, TX
• 03/2022 → Present
  Sharebuilder 401K
  Seattle, WA

Previous Registrations

• 2021-08-18 → 2021-11-23
  Allstate Financial Advisors, Llc
  Spring, TX
• 2015-12-16 → 2019-04-09
  Capital One Advisors, Llc
  Mclean, VA
  Houston, TX
• 2013-08-02 → 2015-12-17
  Valic Financial Advisors, Inc.
  Houston, TX
• 2010-08-02 → 2013-08-07
  Woodbury Financial Services, Inc.
  Humble, TX
  Houston, TX
• 2008-02-29 → 2010-08-04
  Comerica Securities
  Houston, TX

Other Businesses

O'NEAL ENTERPRISES, LLC RENTAL INCOME POSITION: Officer NATURE: Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2007 ADDRESS: 16 Split Rock Road, Spring TX 77381, United States DESCRIPTION: Make sure houses stay rented

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-28
• S63 Uniform Securities Agent State Law Examination
  1993-10-11

Other Names

• Steve Oneal
• Steven Lynn Oneal
• Steven Oneal