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Robert Douglas Harberson

Oneseven

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About Robert Douglas Harberson

Robert Harberson is an investment advisor representative with Oneseven, a firm with offices in Beachwood, OH and The Woodlands, TX. Robert is a registered Investment Advisor in the state of Texas. Robert has been in the financial services industry since 2009. Robert has previously worked at AXA Advisors, LLC and Baron Financial Advisors, LLC.

Firm Information

Robert Harberson is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Solicitors' fees for referrals to other money managers

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Robert Harberson’s Registration & Firm History

OH

01/15/2021 - Present

Oneseven (BEACHWOOD OH)

TX

10/23/2009 - 03/10/2015

AXA ADVISORS, LLC (THE WOODLANDS TX)

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Licenses & Designations

IA

Issued 02/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Douglas Harberson.
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