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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Kentucky

Every SEC-registered investment adviser representative at a Oneascent Financial Services LLC office in Kentucky, by city and A to Z.

The short answer

3 registered advisors work at Oneascent Financial Services LLC in Kentucky, out of 76 nationwide; it's the firm's number 8 state by advisors, and the most are in Louisville (2). 2 list the CFP designation and 1 are also registered broker representatives.

Oneascent Financial Services LLC advisors by city in Kentucky

Every firm in Kentucky →

Louisville 2Madisonville 1

Oneascent Financial Services LLC advisors in Kentucky, A to Z

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Oneascent Financial Services LLC advisors in every state →Oneascent Financial Services LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oneascent Financial Services LLC in other states

Alabama 32Indiana 5Minnesota 5South Carolina 5Ohio 4Tennessee 4Illinois 3New Jersey 3

Questions

How many Oneascent Financial Services LLC financial advisors are in Kentucky?

3 investment adviser representatives are registered at Oneascent Financial Services LLC offices in Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 76 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Where in Kentucky does Oneascent Financial Services LLC have the most advisors?

Louisville, with 2, then Madisonville (1). Oneascent Financial Services LLC has advisors in 2 cities in Kentucky.

How do I check a Oneascent Financial Services LLC advisor in Kentucky?

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.