How does the advisor help clients – Key Takeaways:
ONEAMERICA SECURITIES, INC. is a reputable financial services firm that provides expert advice and guidance to clients. With a team of experienced advisors, ONEAMERICA SECURITIES, INC. offers a range of financial services to help clients achieve their financial goals.
Facts and Insights:
Founded in 1877, ONEAMERICA SECURITIES, INC. has over 140 years of experience in the financial industry. The firm has a strong track record of success and a reputation for delivering high-quality services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $5 billion | 100+ | Over 140 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
ONEAMERICA SECURITIES, INC. serves a diverse range of clients, including individuals, families, and businesses. The firm’s team of advisors has the knowledge and expertise to cater to the unique needs and goals of each client.
Fees & Compensation:
ONEAMERICA SECURITIES, INC. operates on a fee-based compensation model, which means that clients pay a percentage of their assets under management as a fee for the firm’s services. This model ensures that the firm’s interests are aligned with those of its clients.
Background:
ONEAMERICA SECURITIES, INC. has a strong and stable financial background, providing clients with the peace of mind that their investments are in capable hands. The firm operates under the principles of integrity, transparency, and professionalism, ensuring that clients receive the highest level of service.
Financial Advisor Disclosures to Know:
ONEAMERICA SECURITIES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC), which means the firm is held to a fiduciary standard. This requires the firm to act in the best interests of its clients at all times and to disclose any potential conflicts of interest.