Mark L. Tevebaugh

ONEASCENT FINANCIAL SERVICES LLC

Tetonia, ID

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CRD#: 1567001

Professional summary

Mark Lee Tevebaugh is a registered financial advisor currently at ONEASCENT FINANCIAL SERVICES LLC located in Tetonia, Idaho and ONEASCENT WEALTH MANAGEMENT located in Indian Harbor Beach, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Mark has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TEVEBAUGH & ASSOCIATES POSITION: Officer NATURE: DBA Doing Business As (DBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2004 ADDRESS: 2020 Hwy A1A, Ste. 108, Indian Harbour Beach FL 32937 DESCRIPTION: Day to day operation of company Registered Representative Investment Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Lee Tevebaugh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2020 - Present

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Tetonia, ID

Current

November 18, 2020 - Present

ONEASCENT WEALTH MANAGEMENT

Office #1: 2020 Hwy A1a Suite 108, Indian Harbor Beach, FL 32937

RIA

CRD#: 308057

Indian Harbor Beach, FL

Past

September 29, 2014 - October 27, 2020

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

INDIAN HARBOUR BEACH, FL

Past

September 29, 2014 - October 27, 2020

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

INDIAN HARBOUR BEACH, FL

Past

January 5, 2006 - December 31, 2008

BLUE VASE CAPITAL MANAGEMENT

RIA

CRD#: 133447

INDIAN HARBOUR BEACH, FL

Past

October 27, 2005 - September 25, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

INDIAN HARBOUR BEACH, FL

Past

October 24, 2005 - September 25, 2014

CETERA WEALTH SERVICES, LLC

CRD#: 13572

INDIAN HARBOUR BEACH, FL

Past

August 5, 2004 - December 31, 2005

BLUE VASE SECURITIES, LLC

RIA

CRD#: 46765

INDIAN HARBOUR BEACH, FL

Past

August 3, 2004 - February 17, 2006

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

December 19, 2002 - September 1, 2004

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LONGWOOD, FL

Past

March 20, 2002 - September 19, 2002

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

INDIALANTIC, FL

Past

December 3, 2001 - September 19, 2002

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BOCA RATON, FL

Past

June 6, 2000 - December 12, 2001

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

September 11, 1990 - August 18, 2000

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

December 5, 1986 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

December 5, 1986 - July 12, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

December 5, 1986 - July 12, 1990

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEASCENT FINANCIAL SERVICES LLC

CRD#: 284549 / SEC#: 801-108265

RIA

Registered Investment Advisory firm - (8/24/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/18/2020)

IAR

Idaho
(10/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONEASCENT FINANCIAL SERVICES LLC

CRD#: 284549 / SEC#: 801-108265

RIA

Registered Investment Advisory firm - (8/24/2016 Approved)

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Contact information

Main Address

23 Inverness Parkway, Birmingham, AL 35242

Mailing Address

Phone number

(205) 313-9142

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAFS ADV PART 2A (9/4/2025)

Regulatory assets under management

Total Number of Accounts	11,150
AUM (Assets Under Management)	$ 2,610,953,335

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark L. Tevebaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Lee Tevebaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEASCENT WEALTH MANAGEMENT

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

BLUE VASE CAPITAL MANAGEMENT

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

BLUE VASE SECURITIES, LLC

BLUE VASE SECURITIES, LLC

EMPIRE FINANCIAL GROUP, INC.

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

MONY SECURITIES CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

LINCOLN NATIONAL PENSION INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

ONEASCENT FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/1999

Series 63

Date: 12/23/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/26/2007

Series 6

Date: 12/3/1986

Current Firm

ONEASCENT FINANCIAL SERVICES LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEASCENT FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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