Richard Tso is a registered investment advisor at Oneamerica Securities, INC., based in Newport Beach, CA, with 1 years of industry experience. Richard 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
100 Bayview Circle, Suite 2200, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Oneamerica Securities, INC.Broker
Signature Resources Capital Management, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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
More Advisors
- Robert HinkelOneamerica Securities, INC.
- David DickersonOneamerica Securities, INC.
- Desmond DalyOneamerica Securities, INC.
- Philip SmithOneamerica Securities, INC.
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.