Barry Weinstein
Barry Weinstein is a registered investment advisor at Oneamerica Securities, INC., based in Tampa, FL, with 16 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. 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
3030 North Rocky Point Drive W, Suite 160, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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
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