David
Phillips
Oneamerica Securities, Inc
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About this Advisor
David Phillips is a financial advisor who works in Indianapolis, Indiana. Phillips is currently employed by Oneamerica Securities, Inc. Their career trajectory has included roles at Independent Insurance Broker, Comerica Securities, Auto Club Group (Aaa), Royalty House Assisted Living, LLC, Thomas M. Cooley Law School, Comerica Bank, Mml Investors Services, LLC, Mass Mutual Life Insurance Co, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Oneamerica Securities and American United Life. Phillips has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Oneamerica Securities, Inc is a financial advisory firm operating out of Indianapolis, IN. The company has offices in 107 locations and a total of 357 advisors. It manages $158 million in assets under management across its 1,970 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,970 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The company provides 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 usually depend on which service is provided. However, fee types billed by Oneamerica Securities, Inc most likely consist 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
David Phillips Work History
David has been registered as a financial advisor for 0 years.*
Oneamerica Securities
American United Life
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Comerica Securities
Royalty House Assisted Living, LLC
Comerica Bank
Auto Club Group (Aaa)
Thomas M. Cooley Law School
Independent Insurance Broker
*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 David Phillips 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
Hollywood, FL
Indianapolis, IN
Nampa, ID
Carmel, IN
Parsippany, NJ
Columbus, OH
San Diego, CA
Newport Beach, CA
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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