Randall Leo Franklin
Investment adviser representative at Oneascent Financial Services LLC
20 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Oneascent Financial Services, LLCMay 2025 to now
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Franklin Certified Public Accountants, Inc.Oct 2006 to now
- Private Advisor Group, LLCJan 2014 to May 2025
- LPL Financial LLCNov 2011 to May 2025
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (KY).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5010763
- Firm CRD
- 284549