John Dilorenzo
John Dilorenzo is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Waltham, MA, with 41 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
400 Fifth Avenue, Suite 520, Waltham, MA, 02451
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
John sells non-variable insurance products, including fixed life, fixed annuities, health, and property & casualty insurance. He also owns DiLorenzo Properties, a real estate rental business.
Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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