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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Chadwick Harrison is an Investment Advisor Representative at Oneascent Wealth Management. Gary has been in the industry since January 2022 and holds a Series 65 license. Gary is a registered Investment Advisor in Alabama. Oneascent Wealth Management is a financial advisory firm with offices in Birmingham, AL. The firm manages assets for individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm provides financial planning, portfolio management, and selection of other advisors.
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.
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.
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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AL
02/17/2022 - Present
Oneascent Wealth Management (BIRMINGHAM AL)
IA
Issued 02/17/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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