Financial ADVSR advisor directory · SEC adviser records
Oneascent Financial Services LLC financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Oneascent Financial Services LLC office in Birmingham, A to Z.
The short answer
32 registered advisors work at Oneascent Financial Services LLC in Birmingham, out of 76 at the firm nationwide; it ranks number 8 in the city by advisors. 12 list the CFP designation and 3 are also registered broker representatives.
Oneascent Financial Services LLC advisors in Birmingham, A to Z
Every Oneascent Financial Services LLC advisor →- Charles Thomas Alvey IIICertified Financial Planner
- Jordan ArnoldCertified Financial Planner
- Sara K. BolenInvestment adviser rep
- Kadin A. CochranInvestment adviser rep
- Cameron D. CollierCertified Financial Planner · Also a broker rep
- Cavett R. CooperCertified Financial Planner
- Benjamin J. CraftInvestment adviser rep
- Justin C. CramerInvestment adviser rep
- Justin O. CunninghamInvestment adviser rep
- Noah W. DormanCertified Financial Planner
- Nicholas A. EllisonCertified Financial Planner
- Stone M. EversInvestment adviser rep
- Isaiah J. FlatenInvestment adviser rep
- Suzuanne M. FosterCertified Financial Planner · Also a broker rep
- Seth L. FranklinInvestment adviser rep
- Aiden M. GauglerInvestment adviser rep
- Wesley M. HodgesInvestment adviser rep
- Peter J. HynesInvestment adviser rep
- Charles D. MobleyInvestment adviser rep
- Matthew E. MosesInvestment adviser rep
- Nelson Negron Jr.Investment adviser rep
- Harry N. PearsonCertified Financial Planner
- Jon C. PourchotInvestment adviser rep
- Thomas E. PowellCertified Financial Planner
- Kevin A. RhodesCertified Financial Planner · Also a broker rep
- Arlen R. RoyaltyInvestment adviser rep
- Kaylee B. ShepherdInvestment adviser rep
- John R. TateCertified Financial Planner
- Paul S. TyersInvestment adviser rep
- Joseph W. VeaseyCertified Financial Planner
- Matthew WilliamsInvestment adviser rep
- Nicholas D. WursterInvestment adviser rep
Oneascent Financial Services LLC advisors in every city and state →Oneascent Financial Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Oneascent Financial Services LLC advisors in other cities
Andover, NJ 3Crystal Lake, IL 3Grand Rapids, MN 3Akron, OH 2Bluffton, IN 2Bozeman, MT 2Greenville, SC 2Louisville, KY 2Morris, MN 2Nashville, TN 2Orefield, PA 2Van Wert, OH 2Arden, NC 1Beverly, MA 1Boise, ID 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 38Stifel, Nicolaus & Company, Incorporated 30Eversource Wealth Advisors, LLC 29Cetera Investment Advisers LLC 26The Welch Group, LLC 26Osaic Wealth, Inc. 25
Questions
How many financial advisors does Oneascent Financial Services LLC have in Birmingham?
32 investment adviser representatives are registered at Oneascent Financial Services LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 76 nationwide. 12 list the CFP designation and 3 are also registered as broker representatives.
Is Oneascent Financial Services LLC one of the largest advisor employers in Birmingham?
Oneascent Financial Services LLC ranks number 8 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.
How do I check a Oneascent Financial Services LLC 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 Financial Services LLC 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.