Oneamerica Securities, Inc
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About this Advisor
Joseph Kane is an advisor whose office is in Dallas, Texas. Currently a registered financial advisor at Oneamerica Securities, Inc, Kane has a notable 23 years of professional experience. Kane has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kane can work with customers based out of Texas. The advisor has gained experience at The Financial Process Group, American United Life and Oneamerica Securities. Oneamerica Securities, Inc is based out of Dallas, Texas, and operates out of 88 other locations throughout the United States. In total, Oneamerica Securities, Inc oversees $119 million in assets throughout 1,240 accounts and employs more than 361 people. The amount of assets the firm manages makes it one of the mid-sized investment advisory firms in the nation. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Oneamerica Securities, Inc offers 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 firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Oneamerica Securities, Inc Brokerage Details
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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
Joseph Kane Work History
Joseph has 23 years of experience.
American United Life
The Financial Process Group
Joseph Kane has no disclosures.
Please visit their SEC profile for more details.