Michael Timothy Wilcox

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

• 12/2009 → 04/2023
  New York Life Insurance Company
  Atlanta, GA
• 02/2010 → 04/2023
  Nylife Securities Llc
  Atlanta, GA
• 06/2019 → 04/2023
  Eagle Strategies Llc
  Little Rock, AR
• 06/2023 → Present
  American United Life
  Buford, GA
• 04/2023 → 06/2023
  Unemployed
  Alpharetta, GA
• 08/2023 → Present
  Oneamerica Securities
  Buford, GA

Previous Registrations

• 2019-06-04 → 2023-05-10
  Eagle Strategies Llc
  Little Rock, AR
  Atlanta, GA
  Alpharetta, GA

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams

• S66 Uniform Combined State Law Examination
  2019-05-23
• S63 Uniform Securities Agent State Law Examination
  2010-06-19

Other Names

• Michael Timothy Wilcox
• Michael Timothy Wilcox