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ROBERT ELI ALLAMON
ROBERT AILAMON, ROBERT ALLAMON
CRD#: 6162753
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Investment Adviser
ONEASCENT FINANCIAL SERVICES LLCCRD#: 284549 21 Augusta Street
Greenville, SC 29601
Registration History
2014201620182020202220242026IAONEASCENT FINANCIAL SERVICES LLC (CRD# 284549)2024 - Present (<1 year)IABROOKSTONE WEALTH ADVISORS, LLC (CRD# 137658)2023 - 2024 (<1 year)IAAE WEALTH MANAGEMENT, LLC (CRD# 282580)2017 - 2023 (6 years)IABROOKSTONE CAPITAL MANAGEMENT LLC (CRD# 141413)2013 - 2017 (4 years)
License(s)

State Registrations

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South Carolina 6/27/2024

Current Registration(s)
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ONEASCENT FINANCIAL SERVICES LLC (CRD#:284549)
21 Augusta Street, Greenville, SC 29601
Registered with this firm since 6/27/2024

Previous Registration(s)
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11/13/2023 - 06/27/2024 BROOKSTONE WEALTH ADVISORS, LLC (CRD#:137658) WHEATON, IL
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11/15/2017 - 11/13/2023 AE WEALTH MANAGEMENT, LLC (CRD#:282580) Greenville, SC
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02/06/2013 - 11/16/2017 BROOKSTONE CAPITAL MANAGEMENT LLC (CRD#:141413) Highlands Ranch, CO
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.