Joseph
Kane

Oneamerica Securities, Inc

CRD#1790228
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

23 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

Disclosures

No

Office Location

12700 Park Central Dr Suite 1050
Dallas, TX 75251

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$119,319,550

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

361

TX Average: 46
Total Number of Accounts

1,240

TX Average: 1,775
Average Account Size

$96,225

TX Average: $759,012

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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.

2008 - Present (11 years)

American United Life

2008 - Present (11 years)

Oneamerica Securities

1995 - Present (24 years)

The Financial Process Group

Disclosures

Joseph Kane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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