Audra L. Masche
Professional summary
Audra Lynn Masche, who also goes by Audra Smith Masche, Audra Lynn Smith, is a registered financial advisor currently at ONE CAPITAL MANAGEMENT, LLC located in Scottsdale, Arizona.
Audra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Audra has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Audra Lynn Masche's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2025 - Present
ONE CAPITAL MANAGEMENT, LLC
Office #1: 7575 E. Redfield Road Suite 235, Scottsdale, AZ 85260August 28, 2017 - September 3, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 13, 2017 - September 3, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 16, 2013 - May 18, 2016
BBVA SECURITIES INC.
November 2, 2007 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
January 7, 2002 - July 13, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
ONE CAPITAL MANAGEMENT, LLC
CRD#: 114861 / SEC#: 801-60483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2025)
(9/19/2025)
Exams
Current Firm
ONE CAPITAL MANAGEMENT, LLC
CRD#: 114861 / SEC#: 801-60483
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,302 |
| AUM (Assets Under Management) | $ 7,002,823,758 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/12/2025 | ||
| 01/17/2025 | ||
| 04/16/2024 | ||
| 02/12/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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