Bruce
Davison
Oneamerica Securities, Inc
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About this Advisor
Bruce Davison is a certified financial planner operating out of Indianapolis, Indiana. Davison is currently employed by Oneamerica Securities, Inc. Over the course of their career, they have held roles at Strategic Financial Concepts Inc, The O.N. Equity Sales Company, American United Life and Oneamerica Securities. Davison has a Series 63 license, certifying them as a securities representative, and is approved to operate in Kansas and North Carolina. Oneamerica Securities, Inc is a registered investment company that has its headquarters in Indianapolis, IN. The investment advisory business has offices in 107 locations and a total of 357 financial advisors. It manages $158 million in assets among its 1,970 client 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 assets. Oneamerica Securities, Inc has a number of services, such as 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 management fee schedules typically vary depending on which services the firm provides the client. Fee types charged by Oneamerica Securities, Inc most likely include 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
Bruce Davison Work History
Bruce has been registered as a financial advisor for 0 years.*
Oneamerica Securities
American United Life
Strategic Financial Concepts Inc
The O.N. Equity Sales Company
*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 Bruce Davison 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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Indianapolis, IN
Nampa, ID
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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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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.
