Mark Anderson
Mark Anderson is a registered investment advisor at Oneamerica Securities, INC., based in Corona, CA, with 27 years of industry experience. Mark 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
4160 Temescal Canyon Rd, Suite 314C, Corona, CA, 92883
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Mark sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He also owns rental property and Team Financial Partners, LLC, an insurance agency.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations10 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.