Joshua
Smith
Oneascent Financial Services LLC
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About this Advisor
Joshua Smith is a financial advisor working out of Decatur, Indiana with a total of 1 year of relevant experience. Smith is currently employed by Oneascent Financial Services LLC. Smith has gained experience at Cambridge Investment Research Inc, Md Landscaping Service, Oneascent Financial Services, LLC, Purshe Kaplan Sterling Investments and First Bank Of Berne. Smith maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Oneascent Financial Services LLC is an advisory company operating out of Birmingham, AL. It has offices in 14 locations and a total of 56 financial advisors. It manages $456 million in total assets between its 2,828 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves 12 charities and foundations. Of its 2,828 accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. Oneascent Financial Services LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services are offered. Fees billed by Oneascent Financial Services LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneascent Financial Services LLC Brokerage Details
$456,423,981
56
2,828
$161,395
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
Joshua Smith Work History
Joshua has been registered as a financial advisor for 1 years.*
Oneascent Financial Services, LLC
Purshe Kaplan Sterling Investments
Cambridge Investment Research Inc
Cambridge Investment Research Inc
First Bank Of Berne
First Bank Of Berne
Md Landscaping Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Smith 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
Decatur, IN
Tetonia, ID
Birmingham, AL
Greenville, SC
Fayetteville, NC
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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