Tyler
Martin
Oneascent Financial Services LLC
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About this Advisor
Tyler Martin is a financial advisor based in Nashville, Tennessee, working with Oneascent Financial Services LLC. Tyler has previously held positions at Stonebridge Investment Counsel, LLC and Oneascent Financial Services, LLC. Tyler has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Tennessee. Currently, Tyler is part of Oneascent Financial Services LLC, which operates out of Nashville, Tennessee. 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
Tyler Martin Work History
Oneascent Financial Services, LLC
Stonebridge Investment Counsel, LLC
Disclosures
Please visit the SEC profile of Tyler Martin 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
Virginia Beach, VA
Fort Wayne, IN
Simpsonville, SC
Inman, SC
Bluffton, IN
Nashville, TN
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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