Unclaimed Profile

Robert Wayne Grubb

ONEASCENT FINANCIAL SERVICES LLC·BIRMINGHAM, Alabama

Clean recordONEASCENT FINANCIAL SERVICES LLC

23 INVERNESS PARKWAY, BIRMINGHAM, AL 35242CRD# 6618081Firm CRD# 284549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Wayne Grubb · BIRMINGHAM, AL

Registration

CRD #6618081 · ONEASCENT FINANCIAL SERVICES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Wayne Grubb is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with ONEASCENT FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ONEASCENT FINANCIAL SERVICES LLC

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONEASCENT FINANCIAL SERVICES LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6618081

Firm CRD# 284549

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Wayne Grubb offer?

Robert Wayne Grubb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Robert Wayne Grubb's credentials?

Robert Wayne Grubb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Wayne Grubb located?

Robert Wayne Grubb is based in BIRMINGHAM, Alabama, working with ONEASCENT FINANCIAL SERVICES LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Robert Wayne Grubb charge for services?

Robert Wayne Grubb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONEASCENT FINANCIAL SERVICES LLC?

ONEASCENT FINANCIAL SERVICES LLC has approximately 80 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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