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Scott Norris Zalaha

Oneamerica Securities, Inc.

Fresno, CA

Indianapolis, IN

CRD 4622608

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Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2019-04-05
NV RA APPROVED 2013-02-06
CA RA APPROVED 2007-02-08
  • AZ RA
    APPROVED
    Since 2019-04-05
  • NV RA
    APPROVED
    Since 2013-02-06
  • CA RA
    APPROVED
    Since 2007-02-08

Branch Locations

Fresno, CA • United States

One American Square, Indianapolis, IN 46282 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American United Life Fresno CA 10/2002 Present
Oneamerica Securities, Inc Fresno CA 11/2003 Present
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Co-Owner: Rental real estate and land purchases/sales**Member: Kings Credit Services Board Of Directors

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-19
S63 Uniform Securities Agent State Law Examination 2003-04-04
  • S65 Uniform Investment Adviser Law Examination
    2005-03-19
  • S63 Uniform Securities Agent State Law Examination
    2003-04-04

View on SEC IAPD

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