One Source Advisory Services, LLC

One Source Advisory Services, LLC (CRD# 150312) is a financial advisory firm headquartered in Atlanta, GA. They manage $12,720,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $131,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at One Source Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gentry D. Doxey
CRD#: 3091920
260 Peachtree Street, Suite 2200, Atlanta, GA 30303
83
Wealthminder
score

Gentry Doxey (CRD# 3091920) is an Investment Advisor Representative working at One Source Advisory Services, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

2
Erwin M. Matthews
CRD#: 2455848
260 Peachtree Street, Suite 2200, Atlanta, GA 30303
71
Wealthminder
score

Erwin Matthews (CRD# 2455848) is an Investment Advisor Representative working at One Source Advisory Services, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

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