William
Hines
Oneascent Financial Services LLC
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About this Advisor
William Hines is a financial advisor based in Greenville, South Carolina with a total of 6 years of industry experience. Hines currently works for Oneascent Financial Services LLC. Throughout their career, Hines has worked at Clemson University, Clemson University Athletic Department, Lakeview Capital Partners, LLC, Fiduciary Alliance, LLC and Oneascent Financial Services LLC. Hines maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in South Carolina and Texas. Oneascent Financial Services LLC is a financial advisory firm that has its headquarters in Birmingham, AL. It has offices in 14 locations and a total of 56 people on staff. It oversees $456 million in assets under management between its 2,828 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 2,828 customer accounts, just 13% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a number of services, including 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. Fees for financial management usually vary depending on which services are provided. However, fees charged by Oneascent Financial Services LLC likely include any blend 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
William Hines Work History
William has been registered as a financial advisor for 6 years.*
Oneascent Financial Services LLC
Lakeview Capital Partners, LLC
Fiduciary Alliance, LLC
Clemson University Athletic Department
Clemson University
*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 William Hines 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
Tetonia, ID
Decatur, IN
Greenville, SC
Fayetteville, NC
Birmingham, AL
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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