Sommer O'neil (CRD# 6258159) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Punta Gorda, FL and has over 8 years of experience in the finance industry.
CRD# 1433847
Ace Wealth Management LLC
CRD# 5199268
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3151155
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Jun 2016 - Current | 7 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jun 2016 - Current | 7 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Apr 2016 - Jun 2016 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2015 - Apr 2016 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jun 2014 - Apr 2015 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- FL
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Total Assets Under Management4,288MILLIONS
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Total Number of Accounts18,409ACCOUNTS
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Average Account Value$232,920
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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