TC
TC

Thomas James Claud

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
43 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$360.2M

Fee Structure

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Location

23 Inverness Parkway, Birmingham, AL, 35242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oneascent Family Offices
November 2022 - Present · 3 yrs 3 mos
Oneascent Financial Services LLC
April 2022 - Present · 3 yrs 10 mos
Oneascent Wealth Management
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Holland Advisory Services, INC.
May 2015 - September 2016 · 1 yr 4 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Thomas James Claud - Financial Advisor | TrueAdvisor