Brian McAuliffe, financial advisor Austin TX
96 score

Brian McAuliffe

CRD Number: 2010446
Current Firm: Oneamerica Securities, Inc.

Brian McAuliffe (CRD# 2010446) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Austin, TX and has over 26 years of experience in the finance industry. Brian McAuliffe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Oneamerica Securities Austin, TX Apr 2014 - Current 2
American United Life Austin, TX Mar 2014 - Current 2
Guardian Life Insurance Company San Antonio, TX Sep 2009 - Apr 2014 4
Colonial Life Buna, TX Mar 2009 - Apr 2014 5
Park Avenue Securities San Antonio, TX Feb 2011 - Nov 2013 2
Allstate Insurance Co New Braunfels, TX Nov 2007 - Feb 2009 1
Unemployed San Marcos, TX Mar 2007 - Nov 2007 < 1
X-tra Light Mfg. Houston, TX Jan 2007 - Feb 2007 < 1
Self-employed San Marcos, TX Jan 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Brian C. McAuliffe
Phone Number: 877-285-3863
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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