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Mark Lee Tevebaugh

Investment Adviser Representative at ONEASCENT FINANCIAL SERVICES LLC

Indian Harbor Beach, FLCRD #1567001Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaIdahoVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/28/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 12/23/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/26/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/3/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ONEASCENT FINANCIAL SERVICES LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NEXT FINANCIAL GROUP, INC.
9/29/2014 – 10/27/2020INDIAN HARBOUR BEACH, FL
ASCEND FINANCIAL SERVICES, INC.
9/11/1990 – 8/18/2000ST. PAUL, MN
BLUE VASE SECURITIES, LLC
8/3/2004 – 2/17/2006WASHINGTON, PA
MONY SECURITIES CORPORATION
6/6/2000 – 12/12/2001NEW YORK, NY
LINCOLN FINANCIAL ADVISORS CORPORATION
12/5/1986 – 7/12/1990FORT WAYNE, IN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
12/5/1986 – 7/12/1990FORT WAYNE, IN
LINCOLN NATIONAL PENSION INSURANCE COMPANY
12/5/1986 – 1/3/1989
SUMMIT BROKERAGE SERVICES, INC.
12/3/2001 – 9/19/2002BOCA RATON, FL
EMPIRE FINANCIAL GROUP, INC.
12/19/2002 – 9/1/2004LONGWOOD, FL
CETERA ADVISOR NETWORKS LLC
10/24/2005 – 9/25/2014INDIAN HARBOUR BEACH, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Lee Tevebaugh 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.