William Cassidy, financial advisor Scottsdale AZ
96 score

William Cassidy

CRD Number: 1926402
Current Firm: Oneamerica Securities, Inc.

William Cassidy (CRD# 1926402) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
American United Life Insurance Phoenix, AZ Mar 2001 - Current 15
Oneamerica Securities, Inc. Phoenix, AZ Mar 2001 - Current 15
Cassidy And Associates Phoenix, AZ Jan 1996 - Current 20
American Mutual Des Moines, IA May 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for William B. Cassidy
Phone Number: 877-285-3863
Registered State(s):
  • AZ
  • TX
  • WA
  • CA
  • CO
  • NM
  • PA
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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