William
Cassidy
Oneamerica Securities, Inc
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About this Advisor
William Cassidy is a chartered financial consultant who works out of Scottsdale, Arizona with a total of 19 years of industry experience. Cassidy works at Oneamerica Securities, Inc. Their career trajectory has included roles at American Mutual, Cassidy And Associates, American United Life Insurance and Oneamerica Securities, Inc. Cassidy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, Arkansas, California, Colorado, Idaho, Illinois, Maryland, Massachusetts, Nevada, New Mexico, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia and Washington. Oneamerica Securities, Inc is an advisory business that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 advisors. It administers $158 million in assets among its 1,970 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,970 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on the type of services. However, fee types billed by Oneamerica Securities, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Cassidy Work History
William has been registered as a financial advisor for 19 years.*
American United Life Insurance
Oneamerica Securities, Inc
Cassidy And Associates
American Mutual
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Cassidy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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