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Gregory Mcbride

11 Years of Experience
Cantonment, FL
1 DisclosureBrokerSells Insurance

Gregory Mcbride is a registered investment advisor at Oneamerica Securities, INC., based in Cantonment, FL, with 11 years of industry experience. Gregory 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
348 advisors
Number of Clients
2,118 clients
Average Client Portfolio
$142K average
Assets Under Management
$299.9M

Fee Structure

Investment management only (planning not offered)

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.

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Location

3155 Gateway Lane, Cantonment, FL, 32533

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History

Regulatory History (1)
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Criminal
August 2025
Pending Charge
Other Business ActivitiesSells Insurance

Gregory is involved in several outside business activities, including non-variable insurance sales, owning a salon/barber shop, chaplain ministry, outdoor event tent rentals, acting as an agent for Teladoc, sales for Legal Shield, and working as a Notary Public. He also serves as a Board Member for Fearless Community Board of Directors.

Employment History
Current Registrations
Oneamerica Securities, INC.
February 2016 - Present · 10 yrs 3 mos
Oneamerica Securities, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
February 2015 - September 2015 · 7 mos
Park Avenue Securities LLCBroker
May 2014 - September 2015 · 1 yr 4 mos
State Registrations9 states
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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.