Oneascent Wealth Management
Oneascent Wealth Management (CRD# 308057) is a financial advisory firm headquartered in Birmingham, AL. They manage $520,942,904 in 2,462 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management521MILLION
-
Total Number of Accounts2,462ACCOUNTS
-
Average Account Value$211,593
- 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
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, KY, LA, MS, NC, PA, SC, TN, TX
Justin Cramer (CRD# 5968671) is an Investment Advisor Representative working at Oneascent Wealth Management in Myrtle Beach, SC and has over 12 years of experience in the finance industry.
Donna Jordan (CRD# 1248379) is an Investment Advisor Representative working at Oneascent Wealth Management in Pensacola, FL and has 1 year of experience in the finance industry.
Robert Latimer (CRD# 4890419) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 19 years of experience in the finance industry.
Randall Morris (CRD# 4437994) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 22 years of experience in the finance industry.
Brent Whiddon (CRD# 2567830) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 29 years of experience in the finance industry.
Gary Harrison (CRD# 7491400) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 2 years of experience in the finance industry.
David Hinshaw (CRD# 7334258) is an Investment Advisor Representative working at Oneascent Wealth Management in Birmingham, AL and has over 3 years of experience in the finance industry.