Genay Airey (CRD# 1623480) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Merrillville, IN and has over 37 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
American United Life Insurance Company | Merrillville, IN | Jan 1997 - Current | 27 |
Oneamerica Securities, Inc. | Merrillville, IN | Jan 1997 - Current | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1987 |
- AZ
- CA
- CO
- FL
- IL
- IN
- MI
- MT
- NM
- NC
- OR
- SC
- SD
- TX
- VA
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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