Donna AdamsCRD Number: 4375964
Current Firm: Oneamerica Securities, Inc.
Donna Adams (CRD# 4375964) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Johnsburg, IL and has over 21 years of experience in the finance industry.
Thrivent Investment Management Inc.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
|Oneamerica Securities||Johnsburg, IL||Nov 2015 - Current||7|
|American United Life||Johnsburg, IL||Oct 2015 - Current||7|
|Wayne Hummer Investments LLC||Burlington, IL||Dec 2014 - Nov 2015||< 1|
|American United Life||Johnsburg, IL||Apr 2003 - Dec 2014||11|
|Oneamerica Securities, Inc.||Johnsburg, IL||Apr 2003 - Dec 2014||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2001|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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