Skip to content

Albert L Alguadich

Investment adviser representative at Oneamerica Securities, Inc.
13 yearsExperience
1 stateRegistered in
$306.1MFirm assets
27 yearsFirm in business

Are you Albert L Alguadich? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Oneamerica Securities, Inc.Feb 2022 to now
  2. American United LifeFeb 2022 to now
  3. Edward JonesJul 2019 to Jan 2022
  4. Long & Alguadich PllcJan 2017 to Jun 2019
  5. Long Murphy & Long PaNov 2014 to Dec 2016
  6. The Law Office of Albert L Alguadich Jr PaApr 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (FL).

Oneamerica Securities, Inc.

$306.1MAssets managed
2,300Clients
338Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6560801
Firm CRD
4173
Advisor's SEC record (opens in a new tab)
CallContact this firm