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Detailed Report
ROBERT JAMES ONEILL
ROBERT JAMES ONEIL
CRD#: 4628944
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 66 ROUTE 17 NORTH
1ST FLR
PARAMUS, NJ 07652
Registration History
200420062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2012 - Present (13 years)BPFS INVESTMENTS INC. (CRD# 10111)2003 - Present (21 years)
License(s)

State Registrations

B
Arizona 5/4/2018
B
New York 4/5/2005
B
Florida 4/5/2005
B
North Carolina 5/9/2006
B
New Jersey 4/4/2003
B
Pennsylvania 2/24/2009
IA
New Jersey 1/6/2012
B
Virginia 4/19/2011

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
66 ROUTE 17 NORTH 1ST FLR, PARAMUS, NJ 07652
Registered with this firm since 1/6/2012
B
PFS INVESTMENTS INC. (CRD#:10111)
66 ROUTE 17 NORTH 1ST FLR, PARAMUS, NJ 07652
Registered with this firm since 4/4/2003
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.