Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl James Reed is an investment advisor representative at Oneascent Financial Services LLC. Carl has been in the industry since February 2022. Carl's past experience includes roles at LPL Financial LLC and Strategence Capital. Carl holds the Series 7TO, Series 66 and SIE licenses. Carl is registered in Virginia as an investment advisor representative. The firm's regulatory assets under management are $1,788,648,397. The firm's main office is in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Carl is also registered as an insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
09/22/2023 - Present
Oneascent Financial Services LLC (Virginia Beach VA)
OH
02/04/2022 - 10/03/2023
LPL FINANCIAL LLC (VAN WERT OH)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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