Nina O'neal (CRD# 5143162) is an Investment Advisor Representative and Partner at Archer Investment Management in Raleigh, NC.
Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Aug 2023 - Current | < 1 |
| Aim Advisors, LLC | Raleigh, NC | Feb 2023 - Current | 1 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2015 - Aug 2023 | 7 |
| Capital Guardian, LLC | Raleigh, NC | Feb 2010 - Nov 2015 | 5 |
| Capital Guardian Wealth Management, LLC | Raleigh, NC | Feb 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
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Total Assets Under Management121MILLIONS
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Total Number of Accounts515ACCOUNTS
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Average Account Value$234,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
NC, NY
Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC
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