Mervin Fatter
Mervin Fatter is a registered investment advisor at Oneamerica Securities, INC., based in Plano, TX, with 12 years of industry experience. Mervin 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
Plano, TX
Get directionsHistory
Regulatory History (3)
Financial
February 2024Financial
December 2022Financial
July 2022Other Business ActivitiesSells Insurance
Mervin sells life insurance and fixed annuities as an agent since November 2018. His activities include sales, marketing, and servicing of life products during trading hours.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Esi Financial Advisors
Equity Services, INC.Broker
Fisher Investments
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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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