Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lee Tevebaugh is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Oneascent Financial Services LLC and Oneascent Wealth Management. Mark has a wide range of experience working with individuals, high-net-worth individuals, corporations, and other businesses. Mark provides a variety of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Mark has held previous positions with other firms including Next Financial Group, Inc., Cetera Advisor Networks LLC, Blue Vase Securities, LLC, Empire Financial Group, Inc., Summit Brokerage Services, Inc., MONY Securities Corporation, Ascend Financial Services, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Lincoln National Pension Insurance Company. Mark is dedicated to providing his clients with personalized financial advice and guidance.
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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ID
10/29/2020 - Present
Oneascent Financial Services LLC (Tetonia ID)
FL
09/29/2014 - 10/27/2020
NEXT FINANCIAL GROUP, INC. (INDIAN HARBOUR BEACH FL)
FL
10/24/2005 - 09/25/2014
CETERA ADVISOR NETWORKS LLC (INDIAN HARBOUR BEACH FL)
PA
08/03/2004 - 02/17/2006
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
FL
12/19/2002 - 09/01/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
FL
12/03/2001 - 09/19/2002
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NY
06/06/2000 - 12/12/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
MN
09/11/1990 - 08/18/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
12/05/1986 - 07/12/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/05/1986 - 07/12/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/05/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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