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Financial ADVSR advisor directory · SEC adviser records

Oneascent Family Offices financial advisors in Birmingham, AL

Every SEC-registered investment adviser representative at a Oneascent Family Offices office in Birmingham, A to Z.

The short answer

6 registered advisors work at Oneascent Family Offices in Birmingham, out of 8 at the firm nationwide; it ranks number 41 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Oneascent Family Offices advisors in Birmingham, A to Z

Every Oneascent Family Offices advisor →

Oneascent Family Offices advisors in every city and state →Oneascent Family Offices: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oneascent Family Offices advisors in other cities

Myrtle Beach, SC 1Westerville, OH 1

Other firms in Birmingham

All Birmingham advisors →

Stonex Advisors Inc. 111Waverly Advisors, LLC 92Wells Fargo Clearing Services, LLC 87Morgan Stanley 81Raymond James & Associates, Inc. 53LPL Financial LLC 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Eversource Wealth Advisors, LLC 29Cetera Investment Advisers LLC 26The Welch Group, LLC 26

Questions

How many financial advisors does Oneascent Family Offices have in Birmingham?

6 investment adviser representatives are registered at Oneascent Family Offices offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Oneascent Family Offices one of the largest advisor employers in Birmingham?

Oneascent Family Offices ranks number 41 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.

How do I check a Oneascent Family Offices advisor in Birmingham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oneascent Family Offices office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.