Robert Eli Allamon
Investment adviser representative at Oneascent Financial Services LLC
13 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
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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
13 years in the industry.
- Oneascent Financial Services, LLCJun 2024 to now
- Brookstone Wealth AdvisorsNov 2023 to May 2024
- Rr Financial AdvisorsJul 2020 to May 2024
- Ae Wealth Management, LLCNov 2017 to Nov 2023
- Lord and Richards, Inc.Nov 2015 to Jul 2020
- Brookstone Capital Management, LLCFeb 2013 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6162753
- Firm CRD
- 284549