William
Hines
Oneascent Financial Services LLC
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About this Advisor
William Hines is a financial advisor based in Greenville, South Carolina, working with Oneascent Financial Services LLC. William has previously held positions at Clemson University, Clemson University Athletic Department, Lakeview Capital Partners, LLC, Fiduciary Alliance, LLC, and Oneascent Financial Services LLC. William has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, William is part of Oneascent Financial Services LLC, which operates out of Greenville, South Carolina. 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
William Hines Work History
Oneascent Financial Services LLC
Lakeview Capital Partners, LLC
Fiduciary Alliance, LLC
Clemson University Athletic Department
Clemson University
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
Van Wert, OH
Birmingham, AL
Inman, SC
Fort Wayne, IN
Simpsonville, SC
Virginia Beach, VA
Bluffton, IN
Akron, OH
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