Edward Nelson
Edward Nelson is a registered investment advisor at Oneamerica Securities, INC., based in Cantonment, FL, with 21 years of industry experience. Edward 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
3155 Gateway Lane, Cantonment, FL, 32533
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Edward is involved in non-variable insurance sales, specifically fixed life and fixed annuities.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
U.S. Financial Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Metamorphosis Money Management LLC
Ameriprise Financial Services, INC.Broker
Old Mutual Investment PartnersBroker
Salomon Brothers INC.Broker
F.D. Roberts Securities, INC.Broker
State Registrations16 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.