Mark Tevebaugh has been an investment adviser representative at OneAscent Wealth Management since November 2020, and is not listed among the firm’s executive officers or direct owners. Mark Tevebaugh holds a Bachelor's degree in Business Administration from Piedmont Baptist College. Mark Tevebaugh studied at North Carolina State University.
Oneascent Wealth Management LLC is a Birmingham, AL firm with $476M under management, 927 clients and 12 advisers across 6 offices, as of its August 2026 filing.
Mark Tevebaugh is Lead Advisor of OneAscent Wealth. He sold his business in 1986, entered financial services and built a financial planning practice in Charlotte, N.C. In the summer of 2004 Tevebaugh and his wife Debbie founded Tevebaugh and Associates, which became part of OneAscent Financial Services in the fall of 2020. He also oversees the OneAscent Wealth Indian Harbor Beach location.
Mark Tevebaugh’s longest registration was 8 years at Cetera Advisor Networks LLC (2005–2014). Before joining OneAscent Wealth Management in 2020, Mark Tevebaugh was registered through Next Financial Group, Inc. and Blue Vase Capital Management.
- Oneascent Financial Services LLCAlso current– present · 5 yearsIndian Valley, VA · Adviser representative · Firm CRD 284549
- Next Financial Group, Inc.– · 6 yearsIndian Harbour Beach, FL · Adviser representative · Firm CRD 46214
- Blue Vase Capital Management– · 2 yearsIndian Harbour Beach, FL · Adviser representative · Firm CRD 133447
- Cetera Advisor Networks LLC– · 8 yearsIndian Harbour Beach, FL · Adviser representative · Firm CRD 13572
- Blue Vase Securities, LLC– · 1 yearIndian Harbour Beach, FL · Adviser representative · Firm CRD 46765
- Summit Financial Group Inc– · under a yearIndialantic, FL · Adviser representative · Firm CRD 109485
Investment adviser representative registrations
Mark Tevebaugh is registered as an investment adviser representative in 3 states. The first approvals date from October 2020; the most recent is Virginia, in December 2025.
- FloridaSince 18 November 2020
- IdahoSince 29 October 2020
- VirginiaSince 5 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 December 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 December 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Lee Tevebaugh
- CRD
- 1567001
- Firm
- OneAscent Wealth Management · CRD 308057
- Registration
- Investment adviser registration
- In the industry since
- May 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneascent.com
Where does Mark Tevebaugh work?
Mark Tevebaugh is an investment adviser representative registered through Oneascent Wealth Management LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Mark Tevebaugh a financial advisor?
Yes. Mark Tevebaugh has a current investment-adviser registration in Florida, Idaho and Virginia, through OneAscent Wealth Management since November 2020.
How many years of experience does Mark Tevebaugh have?
Mark Tevebaugh has 39 years in the financial industry, since May 1987, across 7 adviser firms.
What exams has Mark Tevebaugh passed?
Mark Tevebaugh has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in December 1986. FINRA credited Mark Tevebaugh with the SIE, which began in October 2018.
Where did Mark Tevebaugh work before OneAscent Wealth Management?
Before OneAscent Wealth Management, Mark Tevebaugh was registered through Next Financial Group, Inc., September 2014 to October 2020; Blue Vase Capital Management, January 2006 to December 2008; Cetera Advisor Networks LLC, October 2005 to September 2014; Blue Vase Securities, LLC, August 2004 to December 2005; Summit Financial Group Inc, March 2002 to September 2002.
Is Mark Tevebaugh registered with FINRA?
No. Mark Tevebaugh has no current broker registration.
How can I verify Mark Tevebaugh’s record?
Search CRD 1567001 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Tevebaugh’s full registration record.
