Mark
Anderson

Oneamerica Securities, Inc

CRD#3064033
Investment Advisor
in Corona, CA

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About this Advisor

Mark Anderson is a financial advisor based in Corona, California, working with Oneamerica Securities, Inc. Mark has previously held positions at American United Life and Oneamerica Securities. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Kansas, and Utah. Currently, Mark is part of Oneamerica Securities, Inc, which operates out of Corona, California. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4160 Temescal Canyon Rd Suite 314C
Corona, CA 92883

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

CA Average: $1,347,246,178
Total Number of Employees

353

CA Average: 46
Total Number of Accounts

2,804

CA Average: 1,775
Average Account Size

$94,286

CA Average: $759,012

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

Mark Anderson Work History

2009 - Present (15 years)

American United Life

2009 - Present (15 years)

Oneamerica Securities

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Disclosures

Please visit the SEC profile of Mark Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneamerica Securities, Inc

Sean Mcgoff
Indianapolis, IN
David Medina
Concord, CA
Kadrina Turner
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
Laura Rozek-Dill
Indianapolis, IN
Dwight Heikkila
Los Angeles, CA
Conor Delaney
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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