Donald HartCRD Number: 6055665
Current Firm: Oneamerica Securities, Inc.
Donald Hart (CRD# 6055665) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Lexington, KY and has over 5 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Oneamerica Securities||Nicholasville, KY||Apr 2016 - Current||1|
|American United Life||Nicholasville, KY||Mar 2016 - Current||1|
|Investment Professionals Inc.||San Antonio, TX||Apr 2015 - Apr 2016||1|
|Edward Jones||St Louis, MO||Apr 2012 - Apr 2015||3|
|Unemployed||Lexington, KY||Feb 2012 - Apr 2012||< 1|
|University Of Kentucky||Lexington, KY||Aug 2000 - Apr 2012||11|
|Supermedia, LLC||Lexington, KY||Jul 2000 - Feb 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
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