Daniel Clements (CRD# 2649540) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Scottsdale, AZ and has over 28 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneamerica Securities | Scottsdale, AZ | Dec 2018 - Current | 5 |
| American United Life | Scottsdale, AZ | Nov 2018 - Current | 5 |
| Mml Investors Services, LLC | Scottsdale, AZ | Mar 2017 - Dec 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Scottsdale, AZ | Jul 2016 - Dec 2018 | 2 |
| Metlife Securities | Tempe, AZ | Jun 2015 - Mar 2017 | 1 |
| Nylife Securities Inc. | Walnut Creek, CA | May 1999 - May 2015 | 16 |
| New York Life Ins Co | Walnut Creeks, CA | Apr 1999 - May 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- AZ
- CA
- CO
- OR
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- 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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