Carl
Reed
Oneascent Financial Services LLC
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About this Advisor
Carl Reed is a financial advisor based in Virginia Beach, Virginia, working with Oneascent Financial Services LLC. Carl has previously held positions at Mosby Woods Swim Pool, Washington Capitals, Oakton High School, Virginia Beach Parks And Rec, Ocean Lakes High School, Camp Kids Place, Lowes, James Madison University, Strategence Capital, Lpl Financial, LLC, Advisors' Pride Inc, Gateway Wealth Partners, LLC, and Oneascent Financial Services LLC. Carl has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Carl is part of Oneascent Financial Services LLC, which operates out of Virginia Beach, Virginia. 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
Carl Reed Work History
Oneascent Financial Services LLC
Advisors' Pride Inc
Gateway Wealth Partners, LLC
Strategence Capital
Lpl Financial, LLC
Lowes
Camp Kids Place
James Madison University
Virginia Beach Parks And Rec
Ocean Lakes High School
Mosby Woods Swim Pool
Washington Capitals
Oakton High School
Disclosures
Please visit the SEC profile of Carl Reed 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
Simpsonville, SC
Fort Wayne, IN
Birmingham, AL
Inman, SC
Van Wert, OH
Virginia Beach, VA
Nashville, TN
Birmingham, AL
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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