Albert L Alguadich

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 01/2022
  Edward Jones
  St Louis, MO
• 01/2017 → 06/2019
  Long & Alguadich Pllc
  Naples, FL
• 04/2013 → 06/2019
  The Law Office Of Albert L Alguadich Jr Pa
  Cape Coral, FL
• 11/2014 → 12/2016
  Long Murphy & Long Pa
  Naples, FL
• 02/2022 → Present
  American United Life
  Cape Coral, FL
• 02/2022 → Present
  Oneamerica Securities
  Cape Coral, FL

Previous Registrations

• 2019-09-04 → 2022-01-11
  Edward Jones
  St Louis, MO
  Cape Coral, FL
  Cape Coral, FL
  Cape Coral, FL

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health)**Managing Partner: Albert Matthews PLLC - law office**Owner/President: The Law Office of Albert L. Alguadich Jr PA - law office**Owner: Auk Investments, LLC - real estate holdings

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31

Other Names

• Albert Alguadich
• Albert Louis Alguadich
• Albert Louis Alguadich