David
Boykin

Oneamerica Securities, Inc

CRD#4644177
Investment Advisor
in Indianapolis, IN

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About this Advisor

David Boykin is a financial advisor operating in Indianapolis, Indiana who has 2 years of relevant experience. Boykin is an employee of Oneamerica Securities, Inc. Over the course of their career, they have held roles at Park Avenue Securities, Foresters Advisory Services, Transamerica Financial Advisors, Inc, Foresters Financial, Mass Mutual/Mml Investors LLC, Guardian Life/Park Avenue Securities, Transamerica Agency Network, American United Life and Oneamerica Securities. Boykin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois and Missouri. Oneamerica Securities, Inc is a registered investment firm based in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 financial advisors. It handles $158 million in assets among its 1,970 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,970 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm 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. A financial advisor's fee schedules usually vary depending on the type of services provided. Fee types billed by Oneamerica Securities, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

David Boykin Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

American United Life

2021 - Present (3 years)

Oneamerica Securities

2019 - 2021 (2 years)

Transamerica Financial Advisors, Inc

2018 - 2018 (< 1 year)

Foresters Advisory Services

2018 - 2021 (3 years)

Transamerica Agency Network

2016 - 2018 (2 years)

Foresters Financial

2015 - 2016 (1 year)

Mass Mutual/Mml Investors LLC

2010 - 2015 (5 years)

Park Avenue Securities

2010 - 2015 (5 years)

Guardian Life/Park Avenue Securities

*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 Boykin 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

Jeremy Lloyd
Carmel, IN
Dave Guzman
Indianapolis, IN
Stuart Beswick
Nampa, ID
Katherine Bennett
Indianapolis, IN
Byron Smith
Loveland, OH
Christa Fandrich
San Diego, CA
James Hightower
Indianapolis, IN
Michael Hammersley
Columbus, OH

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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