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 35 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, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
Michael Bajc (CRD# 7093444) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Akron, OH and has over 5 years of experience in the finance industry.
Sara Bolen (CRD# 2690823) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 25 years of experience in the finance industry.
Cameron Collier (CRD# 5763269) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Cavett Cooper (CRD# 5849390) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Suzuanne Foster (CRD# 4812069) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 19 years of experience in the finance industry.
Erin Gilbert (CRD# 6632209) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Van Wert, OH and has over 6 years of experience in the finance industry.
Trina Hanner (CRD# 4206519) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 23 years of experience in the finance industry.
William Hines (CRD# 6697956) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Greenville, SC and has over 8 years of experience in the finance industry.
Michael Kuckel (CRD# 4677618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Inman, SC and has over 19 years of experience in the finance industry.
Erin Laukhuf (CRD# 5376142) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Van Wert, OH and has over 13 years of experience in the finance industry.