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John Robert Tate

Oneascent Financial Services LLC

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About John Robert Tate

John Robert Tate is a financial advisor with over 10 years of experience in the industry. John is registered as an Investment Advisor Representative in Tennessee and specializes in providing financial consulting services to individuals, businesses, and churches. He is a Certified Financial Planner and currently works with Oneascent Financial Services LLC in Birmingham, Alabama. John's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. He has a strong commitment to providing personalized financial guidance to help clients achieve their financial goals.

Firm Information

John Tate is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Tate’s Registration & Firm History

AL

08/25/2023 - Present

Oneascent Financial Services LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 08/03/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Robert Tate.
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