Suzuanne
Foster
Oneascent Financial Services LLC
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About this Advisor
Suzuanne Foster is a financial advisor based in Birmingham, Alabama, working with Oneascent Financial Services LLC. Suzuanne has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, and One Ascent. Suzuanne has passed the Series 66 regulatory exam and is registered to provide services in California, Texas, and Wisconsin. Currently, Suzuanne 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
Suzuanne Foster Work History
Purshe Kaplan Sterling Investments
One Ascent
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Suzuanne Foster 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
Birmingham, AL
Simpsonville, SC
Fort Wayne, IN
Virginia Beach, VA
Inman, SC
Van Wert, OH
Birmingham, AL
Bluffton, IN
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