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Mark Tevebaugh

Advisor at OneAscent Financial Services LLC

Updated today

Location

Indian Valley, VA

Credentials

Series 63, Series 65

Industry experience

38 years

About

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020, and previously spent six years at Next Financial Group Inc. OneAscent Wealth Management is a team-based firm with nine advisors that provides wealth management services.

Client services

Based on OneAscent Financial Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on OneAscent Financial Services LLC

Tax-loss harvesting Options & derivatives strategies Concentrated stock management

Occupation focus

Based on OneAscent Financial Services LLC

Executive Founder/Business Owner

Demographic focus

Based on OneAscent Financial Services LLC

Women's Finance Religious/faith focused

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Fee options

Fixed

Financial planning and financial consulting fixed fees; asset management flat fees between $1,000 and $100,000 per annum in limited circumstances

Commissions

Certain professionals are registered representatives and receive customary commissions for insurance and securities sales

Project-based

Financial planning hourly rate between $125 and $500 per hour

Other

Minimum fee: Flat fees typically between $1,000 and $100,000 per annum for asset management Fee-only: Financial planning fees can be hourly ($125-$500 per hour) or fixed fee ($0 to $15,000, can exceed $100,000 in special cases); financial consulting fixed fees $500 to $4,000 per annum; tax preparation fees vary case-by-case; back-office services negotiable flat or hourly fees

Location

Indian Valley, VA

Most active in

Florida · Idaho · Virginia

Work history

OneAscent Financial Services

2020 - Present (6 years)

OneAscent Wealth Management

2020 - Present (6 years)

Next Financial Group Inc

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger B

Series 66

Pulaski, VA

Roger R. Bell & Co., Inc.

Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

General retirement planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Elder care planning
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Katherine W

Series 63, Series 65

Pulaski, VA

Valic Financial Advisors

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Aaron S

Series 63, Series 65

Pulaski, VA

OSAIC Institutions, INC.

Aaron Sexton is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC Institutions (formerly INFINEX INVESTMENTS, INC.) since 2008 and at National Bankshares since 2006. Sexton serves as a school board member for Galax City Public Schools and represents the district on the Southwest Virginia Governor's School board. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s advisory approach includes a mix of fundamental and technical analysis and features a predominantly non-discretionary asset base.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Gina P

Series 66

Draper, VA

Commonwealth Financial Network

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Reagan P

Series 66

Pulaski, VA

OSAIC Institutions, INC.

Reagan Perdue is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining OSAIC, Reagan worked at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC, and has experience in hospitality and the arts, including bartending at events and performing as a musician in a band. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jeremiah S

Series 65, Series 66

Riner, VA

LPL Financial

Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He is also involved with Seagle Financial Services LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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