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Albert Alguadich

Oneamerica Securities, INC.
7 Years of Experience
Cape Coral, FL
BrokerSells Insurance
View SEC Summary
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Albert Alguadich is a registered investment advisor at Oneamerica Securities, INC., based in Cape Coral, FL, with 7 years of industry experience. Albert 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.

Oneamerica Securities, INC.
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

Cape Coral, 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.

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Other Business ActivitiesSells Insurance

Albert is involved in non-variable insurance sales, focusing on fixed life, fixed annuities, and health insurance. He is also a managing partner and owner/president of two law offices, as well as the owner of Auk Investments, LLC, a real estate holding company.

Employment History
Current Registrations
Oneamerica Securities, INC.
March 2022 - Present · 4 yrs 7 mos
Oneamerica Securities, INC.
March 2022 - Present · 4 yrs 7 mos
Oneamerica Securities, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
September 2019 - January 2022 · 2 yrs 4 mos
Edward JonesBroker
August 2019 - January 2022 · 2 yrs 5 mos
State Registrations2 states
FLIN
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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