Russell
Mcgiboney

Oneamerica Securities, Inc

CRD#5021051
Investment Advisor
in Indianapolis, IN

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About this Advisor

Russell Mcgiboney is a financial advisor based in Indianapolis, Indiana, working with Oneamerica Securities, Inc. Russell has previously held positions at Lincoln Financial Advisors Corporation, Schwab Retirement Plan Services, Inc, Charles Schwab & Co., Inc, American United Life, Oneamerica Securities, Newport Group Securities, Inc, and Newport Retirement Services, Inc. Russell has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Russell is part of Oneamerica Securities, Inc, which operates out of Indianapolis, Indiana. 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 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

One American Square
Indianapolis, IN 46282

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

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

353

IN Average: 46
Total Number of Accounts

2,804

IN Average: 1,775
Average Account Size

$94,286

IN 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

Russell Mcgiboney Work History

2021 - Present (3 years)

American United Life

2021 - Present (3 years)

Oneamerica Securities

2017 - 2021 (4 years)

Schwab Retirement Plan Services, Inc

2017 - 2021 (4 years)

Charles Schwab & Co., Inc

2016 - 2017 (1 year)

Lincoln Financial Advisors Corporation

2009 - 2016 (7 years)

Newport Group Securities, Inc

2009 - 2016 (7 years)

Newport Retirement Services, Inc

Disclosures

Please visit the SEC profile of Russell Mcgiboney 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

Byron Smith
South Lebanon, OH
Kadrina Turner
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Nathan Mccardell
Lutz, FL
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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