Unclaimed Profile

Thomas James Claud

ONEASCENT FINANCIAL SERVICES LLC·BIRMINGHAM, Alabama

Clean recordONEASCENT FINANCIAL SERVICES LLC

23 INVERNESS PARKWAY, BIRMINGHAM, AL 35242CRD# 6353290Firm CRD# 284549

Profile Verification

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

Identity

Thomas James Claud · BIRMINGHAM, AL

Registration

CRD #6353290 · ONEASCENT FINANCIAL SERVICES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas James Claud 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# 6353290

Firm CRD# 284549

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Frequently Asked Questions

What services does Thomas James Claud offer?

Thomas James Claud specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Thomas James Claud's credentials?

Thomas James Claud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas James Claud located?

Thomas James Claud 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 Thomas James Claud charge for services?

Thomas James Claud'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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