James SauersCRD Number: 1250213
Current Firm: Oneamerica Securities, Inc.
James Sauers (CRD# 1250213) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Norcross, GA and has over 30 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|American United Life Insurance Company||Dacula, GA||Jul 1987 - Current||30|
|Oneamerica Securities, Inc.||Dacula, GA||Jul 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
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