Unclaimed
John William Broyles is a financial advisor with Oneamerica Securities, Inc. John has been in the industry for 13 years and has experience working with both high-net-worth individuals and other types of clients. John specializes in providing financial planning, pension consulting, and portfolio management services. John is also a Certified Financial Planner. In addition to his work with Oneamerica Securities, John is also the owner of DownHome Trucking, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/26/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
01/05/2012 - 03/13/2014
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
CA
02/15/2011 - 09/30/2011
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
BC
Issued 08/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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