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Christopher Mcneil

Advisor at OSAIC

Updated today

Location

Edmond, OK 73034

Credentials

Series 63, Series 65

Industry experience

29 years

About

Christopher Mcneil is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services Inc and LPL Financial. He has been associated with the New York Society of Security Analysts since 2011 and founded McNeil Wealth Management, operating it for a decade. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm combines risk-tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment programs and platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

30 E Campbell St, Ste 200

Edmond, OK 73034

Most active in

North Carolina · Oklahoma · Texas

Work history

OSAIC

2024 - Present (2 years)

Woodbury Financial Services Inc

2023 - 2024 (1 year)

LPL FINANCIAL

2012 - 2023 (11 years)

New York Society of Security Analysts

2011 - Present (15 years)

McNeil Wealth Management

2009 - 2019 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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