Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Homer Brown

Oneamerica Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Homer Brown

Richard Homer Brown is an investment advisor representative registered with Oneamerica Securities, Inc. Richard has been in the financial services industry since 2003. He is a registered investment advisor representative with the state of Georgia. Richard has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. He provides a variety of financial services, including financial planning, portfolio management, and retirement planning.

Firm Information

Richard Brown is currently registered with Oneamerica Securities, Inc.. Oneamerica Securities, Inc. is a corporation formed in 1969 and headquartered in Indianapolis, Indiana. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and businesses, as well as selection of other advisors. The firm's regulatory assets under management total $264,377,933, with a total of 2,804 accounts. The firm is registered with the SEC and in all 50 states.
Oneamerica Securities, Inc.

ONE AMERICAN SQUARE

INDIANAPOLIS, IN 46282

$264.38M

Assets Under Management

7,938

Total Clients

716

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Brown’s Registration & Firm History

GA

01/09/2020 - Present

Oneamerica Securities, Inc. (Macon GA)

GA

10/31/2017 - 12/31/2017

CLIENT ONE SECURITIES LLC (Macon GA)

GA

12/12/2014 - 12/08/2015

ONEAMERICA SECURITIES, INC. (MACON GA)

GA

11/02/2010 - 10/31/2014

SUNSET FINANCIAL SERVICES, INC. (MACON GA)

GA

10/30/2002 - 10/29/2010

SAMMONS SECURITIES COMPANY, LLC (MACON GA)

WI

02/09/1999 - 08/06/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

Not sure if Richard Homer Brown is right for you?

Licenses & Designations

IA

Issued 04/07/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Homer Brown.
Not sure if Richard Homer Brown is right for you?