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Blaine D Ratliff

Oneamerica Securities, INC.
23 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
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 (1)
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Employment Separation After Allegations
December 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Blaine sells non-variable insurance products, including fixed life, fixed annuities, and health insurance. He is also the owner/CEO of TriCities Advisors, a financial services firm, and CEO/Owner of Integrity Agency, which focuses on health and life insurance sales.

Employment History
Current Registrations
Oneamerica Securities, INC.Broker
August 2024 - Present · 1 yr 6 mos
Oneamerica Securities, INC.
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Brokers Financial
February 2021 - January 2024 · 2 yrs 11 mos
Brokers International Financial Services, LLC.Broker
February 2021 - January 2024 · 2 yrs 11 mos
Independent Advisor Alliance, LLC
January 2020 - November 2020 · 10 mos
LPL Financial LLC
March 2004 - May 2020 · 16 yrs 2 mos
LPL Financial LLCBroker
January 2003 - November 2020 · 17 yrs 10 mos
Edward JonesBroker
March 2001 - January 2003 · 1 yr 10 mos
State Registrations3 states
SCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blaine D Ratliff - Financial Advisor | TrueAdvisor