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Ian Matthew Morrison

Oneascent Financial Services LLC

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About Ian Matthew Morrison

Ian Morrison is a registered Investment Advisor Representative at Oneascent Financial Services LLC. Ian has been working in the financial industry since 2021 and has passed the Series 66, Series 7TO, and SIE exams. In addition to their work at Oneascent Financial Services LLC, Ian also works for PKS, a broker-dealer, and as an Assistant to Advisor/IAR at The Cornerstone Financial Group Inc., an RIA. Ian's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.

Firm Information

Ian Morrison is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ian Morrison’s Registration & Firm History

AL

05/22/2023 - Present

Oneascent Financial Services LLC (BIRMINGHAM AL)

IL

10/18/2021 - 05/25/2023

SECURITIES AMERICA, INC. (CRYSTAL LAKE IL)

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Licenses & Designations

BOTH

Issued 02/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Matthew Morrison.
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