Edward
Nelson

Oneamerica Securities, Inc

CRD#1677566
Investment Advisor
in Cantonment, FL

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About this Advisor

Edward Nelson is a financial advisor based in Cantonment, Florida, working with Oneamerica Securities, Inc. Edward has previously held positions at Mercury Alternatives Group LLC, American United Life, and Oneamerica Securities. Edward has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Alabama, Florida, Louisiana, and New Jersey. Currently, Edward is part of Oneamerica Securities, Inc, which operates out of Cantonment, Florida. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves a variety of clients, including high-net-worth individuals. 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, Series 66

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

3155 Gateway Lane
Cantonment, FL 32533

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

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

353

FL Average: 46
Total Number of Accounts

2,804

FL Average: 1,775
Average Account Size

$94,286

FL 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

Edward Nelson Work History

2018 - Present (6 years)

American United Life

2018 - Present (6 years)

Oneamerica Securities

2013 - 2018 (5 years)

Mercury Alternatives Group LLC

Disclosures

Please visit the SEC profile of Edward Nelson 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

Nathan Mccardell
Lutz, FL
Sean Mcgoff
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Laura Rozek-Dill
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
David Medina
Concord, CA
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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