Martha Gail Oneill

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/1984 → 01/2021
  Allen Associates /The Guardian Life
  Jackson, MS
• 01/2021 → Present
  Lpl Financial
  San Deigo, CA

Previous Registrations

• 2009-01-12 → 2021-02-18
  B. Riley Wealth Management
  Houston, TX
  Houston, TX
  Memphis, TN
  Houston, TX
  Alpine, TX
  Alpine, TX
  Houston, TX
  Alpine, TX
  Houston, TX
• 1997-01-31 → 2009-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1)02/11/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INTRUA FINANCIAL - INVESTMENT RELATED - HOUSTON, TX 77098

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-27
• S63 Uniform Securities Agent State Law Examination
  1985-10-15

Other Names

• Gail Oneill
• Gail O'NEill