RBC Capital Markets
46yrs
Top advisor by experience in Frisco
40yrs
David Oneill
Full name on record: David Robert Oneill
Financial advisor at Cetera Investment Advisers
Based in Frisco, Texas, David Oneill is a fiduciary financial advisor with 40 years of industry experience. David joined Cetera Investment Advisers in 2021, after nine years at Avantax Advisory Services and a year at Wells Fargo Advisors. David holds the CFP® designation.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 2% by experience in Frisco
Office5850 Town & Country Blvd Suite 1002, Frisco, TX 75034
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCetera Investment Advisers LLCCurrent firm
- 2012 – 2021Avantax Advisory ServicesPreviously
- Sep 2010 – Nov 2011Wells Fargo Clearing Services, LLCPreviously
- 1996 – 2010Avantax Advisory ServicesPreviously
Contact David
5850 Town & Country Blvd Suite 1002Frisco, TX 75034Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Cetera Investment Advisers at (310) 257-7880 and ask for David Oneill. David works from the Frisco, TX office.
How long has David been a financial advisor?
David has been in the industry since 1987, about 40 years. Top 2% by experience in Frisco.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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