Richard AnelloCRD 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 6 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Oneamerica Securities||Tampa, FL||Feb 2019 - Current||4|
|American United Life||Tampa, FL||Jan 2019 - Current||4|
|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|
|S65||NASAA Investment Advisors Law Examination||Apr 2016|
|S63||Uniform Securities State Law Examination||Jun 2021|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
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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