Brent Pinkerton
Brent Pinkerton is a registered investment advisor at Oneamerica Securities, INC., based in Venice, FL, with 40 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
4240 S Tamiami Trail, Venice, FL, 34293
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Regulatory History (1)
Regulatory
April 2008Other Business ActivitiesSells Insurance
Brent sells non-variable insurance products, including fixed life and fixed annuities. The filing does not specify the time commitment.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nationwide Securities, LLCBroker
Horace Mann Investors INCBroker
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations4 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.