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KEVIN O’NEIL

Advisor Details

Financial Advisor in Leesburg, VA with 44 Year(s) of Experience

Professional Designations

Chartered Financial Consultant (ChFC)

Personal Bio

Kevin O’Neil brings more than four decades of experience and a talented team of professionals with expertise in wide-ranging financial matters, including retirement planning, 401k plans, taxation, estate planning, investment management and employee benefits. He is a Chartered Financial Consultant certified by The American College of Financial Services, a graduate of Duquesne University in Pittsburgh, and married for four decades with three children and three grandchildren, Kevin resides in Leesburg, VA

Firm Name

KO Financial

Firm Bio

KO Financial’s elite team of financial advisors bring a wealth of experience and smart thinking to bear for each of our clients, whether individual investors or small to mid-size businesses. For individuals, we help you address the personal financial planning and investment management challenges you face, while helping you secure and strengthen your financial future. For businesses, we help define and manage corporate retirement plans that help your employees grow their savings and your company maintain a competitive edge. All of our clients can count on us for stability, clarity, fidelity, performance, fiduciary protection and integrity. Our open architecture enables us to partner with outside affiliates not tied to one institution. And you’ll always receive a high degree of attention, personalization, access and transparency.

Advisor Type

RIA - KEVIN O’NEIL

Firm SEC/CRD #

309172

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Education

The American College of Financial Services
Bachelor of Arts
Duration: 1972 - 1976
Duquesne University
Chartered Financial Consultant
Duration: 1991 - 1993

License(s)

Series 63

Advisor SEC/CRD #

1170126

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Methods of Compensation

Fee-Based

Specialties

Preferred Client Type

Military Veteran

Language Spoken

Disclaimer

Use, transmission, copying or sharing information provided, pertaining to KO Financial, its members or affiliates, is strictly prohibited, without expressed, written consent of a designated officer of KO Financial. 

Contact:


Leesburg, VA 20176

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