Richard Anello
Richard Anello is a registered investment advisor at Oneamerica Securities, INC., based in Tampa, FL, with 25 years of industry experience. Richard 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)
Financial
June 2018Other Business ActivitiesSells Insurance
Richard is involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Foresters Equity Services, INC.Broker
Mony Securities CorporationBroker
Wma Securities, INC.Broker
State Registrations11 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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