Financial ADVSR advisor directory · SEC adviser records
Oneascent Wealth Management financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Oneascent Wealth Management office in Birmingham, A to Z.
The short answer
10 registered advisors work at Oneascent Wealth Management in Birmingham, out of 12 at the firm nationwide; it ranks number 24 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Oneascent Wealth Management advisors in Birmingham, A to Z
Every Oneascent Wealth Management advisor →- Benjamin J. CraftInvestment adviser rep
- Gary C. HarrisonInvestment adviser rep
- Samuel J. JaureguiInvestment adviser rep
- Michael C. KeyInvestment adviser rep
- Robert H. LatimerCertified Financial Planner
- Randall H. MorrisCertified Financial Planner
- Faustino T. MunozCertified Financial Planner
- Harry N. PearsonCertified Financial Planner
- Thomas E. PowellCertified Financial Planner
- Martin N. SmithInvestment adviser rep
Oneascent Wealth Management advisors in every city and state →Oneascent Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Oneascent Wealth Management advisors in other cities
Other firms in Birmingham
All Birmingham advisors →Stonex Advisors Inc. 105Waverly Advisors, LLC 99Wells Fargo Clearing Services, LLC 91Morgan Stanley 83Raymond James & Associates, Inc. 52LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Cetera Investment Advisers LLC 27Eversource Wealth Advisors, LLC 26The Welch Group, LLC 26
Questions
How many financial advisors does Oneascent Wealth Management have in Birmingham?
10 investment adviser representatives are registered at Oneascent Wealth Management offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Oneascent Wealth Management one of the largest advisor employers in Birmingham?
Oneascent Wealth Management ranks number 24 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 105.
How do I check a Oneascent Wealth Management 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 Wealth Management 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.