AC
CFP
AC
CFP
Alicia Cardona
5 Years of Experience
Orlando, FL
1 DisclosureBroker
Alicia Cardona is a CFP-designated registered investment advisor at Oneamerica Securities, INC., based in Orlando, FL, with 5 years of industry experience. Alicia 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Orlando, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2016Final
Employment History
Current Registrations
Oneamerica Securities, INC.
September 2026 - Present · 1 mo
Oneamerica Securities, INC.
September 2026 - Present · 1 mo
Oneamerica Securities, INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
Eagle Strategies LLC
April 2026 - May 2026 · 1 mo
Nylife Securities LLCBroker
September 2025 - May 2026 · 8 mos
Osaic Wealth, INC.
October 2022 - May 2025 · 2 yrs 7 mos
Osaic Wealth, INC.Broker
October 2022 - May 2025 · 2 yrs 7 mos
Ameriprise Financial Services, LLC
November 2021 - August 2022 · 9 mos
Ameriprise Financial Services, LLCBroker
June 2021 - August 2022 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
July 2018 - December 2019 · 1 yr 5 mos
State Registrations1 state
FL
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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