William George
William George is a registered investment advisor at Oneamerica Securities, INC., based in Waltham, 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 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)
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.
Exams
More Advisors
- Joann Napoli-Winant, ChFCOneamerica Securities, INC.
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- John OrthmanOneamerica Securities, INC.
- John Dilorenzo, ChFCOneamerica Securities, INC.
- Simon Heslop, CFAAllworth Financial, L.P.