William George
William George is a registered investment advisor at Oneamerica Securities, INC., based in Newton, MA, with 23 years of industry experience. William 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
134 Rumford Ave, Suite 201, Newton, MA, 02466
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2016Judgment / Lien
December 2014Other Business ActivitiesSells Insurance
William sells fixed annuities, fixed life insurance, and long-term care insurance products since 1992. This takes about 10% of his time.
Employment History
Current Registrations
Oneamerica Securities, INC.
Previous Registrations
Integrated Wealth Concepts LLC
Lincoln Financial Advisors CorporationBroker
Metlife Securities INC.Broker
Metlife Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.