Oneascent Financial Services LLC
Oneascent Financial Services LLC (CRD# 284549) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,788,648,397 in 7,877 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management1,789MILLION
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
Scott Mackenzie (CRD# 5642422) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Andover, NJ and has over 14 years of experience in the finance industry.
Mitchell Martin (CRD# 1733233) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Nashville, TN and has over 26 years of experience in the finance industry.
Tyler Martin (CRD# 6246539) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Nashville, TN and has over 10 years of experience in the finance industry.
John McDonald (CRD# 5238407) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Kennewick, WA and has over 17 years of experience in the finance industry.
Mark Morrison (CRD# 1769181) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Crystal Lake, IL and has over 29 years of experience in the finance industry.
James Muckell (CRD# 4153705) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Andover, NJ and has over 23 years of experience in the finance industry.
Nelson Negron (CRD# 4998646) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 12 years of experience in the finance industry.
Brad Nelson (CRD# 5927258) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 12 years of experience in the finance industry.
Michael Pate (CRD# 3218490) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Rochester, MN and has over 24 years of experience in the finance industry.
Harry Pearson (CRD# 2847191) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 27 years of experience in the finance industry.