Ralph Maulorico
Ralph Maulorico is a registered investment advisor at Oneamerica Securities, INC., based in Tampa, FL, with 55 years of industry experience. Ralph 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
3030 North Rocky Point Drive W, Suite 160, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Ralph sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He also owns Medi-Weightloss Clinics of Lakeland through Maulorico & McFadden Holding Company LLC.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Mony Securities CORP.Broker
Pml Securities CompanyBroker
State Registrations8 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.