Kara Kidney, financial advisor Sherman Oaks CA
93 score

Kara Kidney

CRD Number: 4622816
Current Firm: Oneamerica Securities, Inc.

Kara Kidney (CRD# 4622816) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Sherman Oaks, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Sherman Oaks, CA Sep 2009 - Current 7
American United Life Sherman Oaks, CA Aug 2009 - Current 7
Unemployed Glendale, CA Jul 2009 - Aug 2009 < 1
Princor Financial Services Corporation Glendale, CA Mar 2008 - Jun 2009 1
Principal Life Insurance Company Glendale, CA Mar 2008 - Jun 2009 1
Wells Fargo Funds Distributor, LLC Menomonee Falls, WI Apr 2005 - Feb 2008 2
Wells Fargo Funds Management, LLC Menomonee Falls, WI Apr 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Kara L. Kidney
Phone Number: 877-285-3863
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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