Yamyuen
Ng
Oneamerica Securities, Inc
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About this Advisor
Yamyuen Ng is a financial advisor based out of Carlsbad, California who has 1 year of industry experience. Ng currently works for Oneamerica Securities, Inc. Throughout their career, Ng has worked at Pruco Securities, LLC, Bankerslife, Quest Software/Dell, Prudential Insurance Company Of America, American United Life and Oneamerica Securities. Ng maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in California. Oneamerica Securities, Inc is a financial advisory firm that has its headquarters in Indianapolis, IN. The company has offices in 107 locations and a total of 357 employees. It administers $158 million in assets under management among its 1,970 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,970 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. Oneamerica Securities, Inc performs a broad set 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Oneamerica Securities, Inc can be comprised 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
Yamyuen Ng Work History
Yamyuen has been registered as a financial advisor for 1 years.*
American United Life
Oneamerica Securities
Pruco Securities, LLC
Prudential Insurance Company Of America
Bankerslife
Quest Software/Dell
*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 Yamyuen Ng 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
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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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