Amy Lynn Monroe

Oneamerica Securities, INC.

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Oneamerica Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

312 advisors

Number of Clients

2,118 clients

Average Client Portfolio

$142K average

Assets Under Management

$299.9M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

One American Square, Indianapolis, IN, 46282

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Oneamerica Securities, INC.

April 2019 - Present · 6 yrs 10 mos

Oneamerica Securities, INC.Broker

November 2003 - Present · 22 yrs 3 mos

Oneamerica Securities, INC.

November 2003 - Present · 22 yrs 3 mos

Previous Registrations

Unified Financial Securities, INC.Broker

September 1998 - April 2002 · 3 yrs 7 mos

State Registrations51 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.