Daniel Gooding
Daniel Gooding is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Huntington, WV, with 40 years of industry experience. Daniel 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
Huntington, WV
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1992Regulatory
January 1991Other Business ActivitiesSells Insurance
Daniel is involved in several business activities, including non-variable insurance sales, serving as President/Owner of Greenbrier Capital Corporation and Park Lawn Capital Corp, and owning rental property. He also serves on the board of multiple organizations.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Andover Securities, INC.Broker
Beach Securities, INC.Broker
Vanderbilt Capital CorporationBroker
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.