Tina
Booze

Oneamerica Securities, Inc

CRD#2386739
Investment Advisor
in Indianapolis, IN

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About this Advisor

Tina Booze is a financial advisor operating in Indianapolis, Indiana with 3 years of relevant experience. Booze is currently employed by Oneamerica Securities, Inc. During their career, the advisor has held roles at Bankers Life & Casualty, Proequities Inc, Synergy Crisis Group Corp Ll/Synergy Crisis Center, Axa Advisors LLC, Oneamerica Securities, Delaware Life Insurance Company, Clarendon Insurance Agency, Inc and American United Life. Booze holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Oneamerica Securities, Inc is an advisory business based in Indianapolis, IN. It has offices in 107 locations and a total of 357 advisors. It controls $158 million in assets under management between its 1,970 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,970 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number 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. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees charged by Oneamerica Securities, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

$158,033,391

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

357

IN Average: 46
Total Number of Accounts

1,970

IN Average: 1,775
Average Account Size

$80,220

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

Tina Booze Work History

Tina has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Oneamerica Securities

2020 - Present (4 years)

American United Life

2019 - 2020 (1 year)

Delaware Life Insurance Company

2019 - 2020 (1 year)

Clarendon Insurance Agency, Inc

2014 - 2014 (< 1 year)

Synergy Crisis Group Corp Ll/Synergy Crisis Center

2014 - 2019 (5 years)

Axa Advisors LLC

2013 - 2014 (1 year)

Bankers Life & Casualty

2013 - 2013 (< 1 year)

Proequities Inc

*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 Tina Booze 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
Loveland, OH
James Hightower
Indianapolis, IN
Christa Fandrich
San Diego, CA
Collin Jamieson
Newport Beach, CA
Albert Alguadich
Cape Coral, FL
Katherine Bennett
Indianapolis, IN
Nathaniel Hudson
Indianapolis, IN
Adam Fenster
Hollywood, FL

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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