Financial ADVSR advisor directory · SEC adviser records
Oneascent Financial Services LLC financial advisors
Every SEC-registered investment adviser representative at Oneascent Financial Services LLC, by the state and city of the office they work from.
76 registered advisors work at Oneascent Financial Services LLC, in 18 states and 30 cities; the most are in Birmingham, AL (32). 24 list the CFP designation and 15 are also registered broker representatives.
Search every Oneascent Financial Services LLC advisor by name →Who joined and left Oneascent Financial Services LLC →Oneascent Financial Services LLC: assets, clients and custodians →
Cities with the most Oneascent Financial Services LLC advisors
Birmingham, AL 32Andover, 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 1Clermont, FL 1Decatur, IN 1Fort Wayne, IN 1Franklin, TN 1Indian Valley, VA 1Inman, SC 1Kennewick, WA 1Madisonville, KY 1Maryville, TN 1Milford, IN 1Myrtle Beach, SC 1Simpsonville, SC 1Virginia Beach, VA 1Walnut Creek, CA 1
Oneascent Financial Services LLC advisors by state
Questions
How many financial advisors does Oneascent Financial Services LLC have?
76 investment adviser representatives are registered with Oneascent Financial Services LLC, according to the SEC's Investment Adviser Public Disclosure records, in 18 states and 30 cities. 24 list the CFP designation and 15 are also registered as broker representatives.
Where does Oneascent Financial Services LLC have the most advisors?
Birmingham, AL, with 32 registered advisors, then Andover, NJ (3). By state, Alabama has the most, with 32.
How do I find a Oneascent Financial Services LLC financial advisor near me?
Pick your state below, then your city, to see every Oneascent Financial Services LLC advisor registered at an office there. Each one 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. An advisor registered at Oneascent Financial Services LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →