Richard Anello, financial advisor Tampa FL

Richard Anello

CRD Number: 3270985
Current Firm: Oneamerica Securities, Inc.

Richard Anello (CRD# 3270985) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Tampa, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Tampa, FL Feb 2019 - Current 5
American United Life Tampa, FL Jan 2019 - Current 5
Sagepoint Financial, Inc. Tampa, FL Aug 2016 - Jan 2019 2
One Source Advisory LLC Lutz, FL May 2016 - Aug 2016 < 1
Dbg Financial Group Inc. Lutz, FL Dec 2010 - Aug 2016 5
Principal Life Insurance Co Tampa, FL Jan 2007 - Aug 2016 9
Princor Financial Services Corp Tampa, FL Jan 2007 - Aug 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2021
S65 NASAA Investment Advisors Law Examination Apr 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard A. Anello
Phone Number: 877-285-3863
Registered State(s):
  • AZ
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    2,804
    ACCOUNTS
  • Average Account Value
    $94,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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