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Financial ADVSR advisor directory · SEC adviser records

Oneascent Financial Services LLC financial advisors in Crystal Lake, IL

Every SEC-registered investment adviser representative at a Oneascent Financial Services LLC office in Crystal Lake, A to Z.

The short answer

1 registered advisors work at Oneascent Financial Services LLC in Crystal Lake, out of 76 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Oneascent Financial Services LLC advisors in Crystal Lake, A to Z

Every Oneascent Financial Services LLC advisor →

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

Birmingham, AL 32Andover, NJ 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 Crystal Lake

All Crystal Lake advisors →

LPL Financial LLC 24Edward Jones 5American Community Wealth Management, LLC 4Cetera Investment Advisers LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Thrivent Investment Management Inc. 3

Questions

How many financial advisors does Oneascent Financial Services LLC have in Crystal Lake?

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

Is Oneascent Financial Services LLC one of the largest advisor employers in Crystal Lake?

Oneascent Financial Services LLC ranks number 6 in Crystal Lake by registered advisors; LPL Financial LLC has the most, with 24.

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

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.