Brendan Farrelly
Brendan Farrelly is a registered investment advisor at Oneamerica Securities, INC., based in Carlsbad, CA, with 17 years of industry experience. Brendan 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
5857 Owens Ave, Suite 300, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Brendan sells non-variable insurance (fixed life, fixed annuities) and group health insurance through Word & Brown. He is also a board member of Elder Help of San Diego, supporting seniors through fundraising and staff supervision.
Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations13 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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