Randall
Morris
Oneascent Wealth Management
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About this Advisor
Randall Morris is a certified financial planner operating out of Birmingham, Alabama with 3 years of industry experience. Morris is an employee of Oneascent Wealth Management. During their career, the advisor has held roles at Proequities, Inc, Oneascent Financial Services and Oneascent Wealth Management. Morris holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Alabama. Oneascent Wealth Management is a company based in Birmingham, AL. The firm has offices in five locations and a total of 37 employees. It handles $471 million in assets across its 2,357 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,357 client accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Oneascent Wealth Management has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely vary depending on which service is provided. Fees billed by Oneascent Wealth Management can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneascent Wealth Management Brokerage Details
$470,673,074
37
2,357
$199,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Randall Morris Work History
Randall has been registered as a financial advisor for 3 years.*
Oneascent Wealth Management
Oneascent Financial Services
Proequities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Randall Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneascent Wealth Management
Myrtle Beach, SC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
