Arlen
Royalty
Oneascent Financial Services LLC
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About this Advisor
Arlen Royalty is a financial advisor based in Birmingham, Alabama, working with Oneascent Financial Services LLC. Arlen has previously held positions at Oneascent Financial Services, 108th Training Command, United States Army, G-34 Force Protection, HQDA G-3/5/7, United States Army, 84th Training Command, United States Army, The Nalls Sherbakoff Group, LLC, K2 Tech Group, U.S. Army Training and Doctrine Command, and Converse University. Arlen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Arlen is part of Oneascent Financial Services LLC, which operates out of Birmingham, Alabama. The firm has 27 offices and 80 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Oneascent Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$1,788,648,397
80
7,877
$227,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Arlen Royalty Work History
Oneascent Financial Services
Converse University
K2 Tech Group
The Nalls Sherbakoff Group, LLC
U.S. Army Training And Doctrine Command
84Th Training Command, United States Army
G-34 Force Protection, Hqda G-3/5/7, United States Army
108Th Training Command, United States Army
Disclosures
Please visit the SEC profile of Arlen Royalty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneascent Financial Services LLC
Simpsonville, SC
Birmingham, AL
Inman, SC
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Fort Wayne, IN
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Akron, OH
Decatur, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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