Carl James Reed
Investment Adviser Representative at Oneascent Financial Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carl James Reed is an investment adviser representative with Oneascent Financial Services LLC in Virginia Beach, VA, where they have been registered since 2023. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Gateway Wealth Partners, LLC and Advisors' Pride Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Virginia Beach Parks and RecOct 2017 – Sep 2018Virginia Beach, VA
- Ocean Lakes High SchoolSep 2016 – Jun 2018Virginia Beach, VA
- Camp Kids PlaceJan 2019 – Sep 2019Arlington, VA
- LowesMay 2020 – Oct 2020Harrisonburg, VA
- James Madison UniversitySep 2018 – May 2022Harrisonburg, VA
- Strategence CapitalMay 2021 – Feb 2022Van Wert, OH
- LPL Financial, LLCMay 2021 – Sep 2023Van Wert, OH
- Advisors' Pride Inc.May 2022 – Oct 2022Van Wert, OH
- Gateway Wealth Partners, LLCOct 2022 – Sep 2023Van Wert, OH
- OneAscent Financial Services LLCSep 2023 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneascent Financial Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management, retirement planning, tax planning, legacy planning, and insurance and risk management. The firm also offers business exit planning and employer retirement plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Birmingham, AL
- SEC file number:
- 801-108265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at Oneascent Financial Services LLC
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carl James Reed has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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