Ronald FlammCRD Number: 2974031
Current Firm: Oneamerica Securities, Inc.
Ronald Flamm (CRD# 2974031) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
|Oneamerica Securities||Ogden, UT||Jun 2013 - Current||4|
|American United Life||Ogden, UT||Sep 2011 - Current||5|
|Self Employed||Ogden, UT||Jul 1971 - Jun 2013||41|
|Beneficial Life||Slc, UT||Jul 1971 - Jun 2013||41|
|North Ogden City||North Ogden City, UT||Jan 2004 - Jan 2012||8|
|Absi||Ogden, UT||Feb 2003 - Jan 2012||8|
|Intermountain Financial Services, Inc.||Ogden, UT||Jun 2003 - Jul 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management137MILLIONS
Total Number of Accounts1,944ACCOUNTS
Average Account Value$70,683
- 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
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