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Richard Todd Potter

Oneamerica Securities, Inc.

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About Richard Todd Potter

Richard Potter is a financial advisor with Oneamerica Securities, Inc. based in Kingsport, TN. Richard has been a registered representative in the securities industry for over 5 years. Richard holds Series 6, Series 63, and SIE licenses and has expertise in various areas. Richard previously worked for LPL FINANCIAL LLC and Oneamerica Securities, Inc. and specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses.

Firm Information

Richard Potter 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Richard Potter’s Registration & Firm History

TN

05/14/2021 - Present

Oneamerica Securities, Inc. (Kingsport TN)

TN

07/02/2019 - 11/19/2020

LPL FINANCIAL LLC (JOHNSON CITY TN)

TN

08/03/2018 - 07/11/2019

ONEAMERICA SECURITIES, INC. (Kingsport TN)

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Licenses & Designations

BC

Issued 09/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2018

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 Todd Potter.
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