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Randall Heath Morris

Oneascent Wealth Management

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About Randall Heath Morris

Randall Morris is an investment advisor representative at OneAscent Wealth Management located in Birmingham, AL. Randall has been a registered investment advisor representative for over 20 years and holds the Series 7, Series 63, Series 66 and SIE licenses. Randall is a Certified Financial Planner and has experience working for several other financial institutions including ProEquities, Inc. and Wells Fargo Advisors. The firm, OneAscent Wealth Management specializes in financial planning, portfolio management for individuals and businesses and selection of other advisors.

Firm Information

Randall Morris is currently registered with Oneascent Wealth Management. Oneascent Wealth Management is a Registered Investment Advisor headquartered in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers to clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $520,942,904 in regulatory assets under management.
Oneascent Wealth Management

23 INVERNESS CENTER PARKWAY

BIRMINGHAM, AL 35242

$520.94M

Assets Under Management

60

Total Clients

8

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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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.

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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Randall Morris’s Registration & Firm History

AL

07/13/2024 - Present

Oneascent Wealth Management (BIRMINGHAM AL)

AL

02/09/2010 - 12/26/2018

PROEQUITIES, INC. (BIRMINGHAM AL)

AL

09/20/2007 - 12/31/2009

WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)

AL

10/04/2001 - 01/11/2005

SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 01/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Randall Heath Morris. Review regulatory record here.
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