Richard Anello (CRD# 3270985) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Tampa, FL and has over 8 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| 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 |
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- AZ
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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
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