AH
CFP
AH
CFP

Andrew Hudson

21 Years of Experience
Lakewood Ranch, FL
BrokerSells Insurance

Andrew Hudson is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Lakewood Ranch, FL, with 21 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
345 advisors
Number of Clients
2,300 clients
Average Client Portfolio
$133K average
Assets Under Management
$306.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lakewood Ranch, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew sells non-variable insurance products (fixed life, fixed annuities, health). He also generates income from sales of his tailgating/camping product, Beergater, and works as an educational presenter of federal benefits and financial literacy topics for 4 Square Financial Literacy Partners.

Employment History
Current Registrations
Oneamerica Securities, INC.
December 2008 - Present · 17 yrs 10 mos
Oneamerica Securities, INC.
November 2008 - Present · 17 yrs 11 mos
Oneamerica Securities, INC.Broker
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
AXA Advisors, LLC
October 2005 - November 2008 · 3 yrs 1 mo
AXA Advisors, LLCBroker
August 2005 - November 2008 · 3 yrs 3 mos
State Registrations33 states
AKAZCACODEFLGAHIIAIDILINKSLAMAMDMIMNMONCNHNJNMNVNYOHORPATXUTVAVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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