AA
AA

Albert L Alguadich

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
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
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Location

Cape Coral, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Albert is involved in non-variable insurance sales, focusing on fixed life, fixed annuities, and health insurance. He is also a managing partner and owner/president of two law offices, as well as the owner of Auk Investments, LLC, a real estate holding company.

Employment History
Current Registrations
Oneamerica Securities, INC.
March 2022 - Present · 3 yrs 11 mos
Oneamerica Securities, INC.
March 2022 - Present · 3 yrs 11 mos
Oneamerica Securities, INC.Broker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Edward Jones
September 2019 - January 2022 · 2 yrs 4 mos
Edward JonesBroker
August 2019 - January 2022 · 2 yrs 5 mos
State Registrations2 states
FLIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.