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Robert Hays Latimer

Oneascent Wealth Management

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About Robert Hays Latimer

Robert Hays Latimer is a financial advisor at Oneascent Wealth Management, based in Birmingham, Alabama. Robert has been in the financial industry for over 15 years. Prior to joining Oneascent Wealth Management, Robert worked at Ameriprise Financial Services, Inc. for almost 10 years and IDS Life Insurance Company for just over a year. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses.

Firm Information

Robert Latimer 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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Robert Latimer’s Registration & Firm History

AL

07/10/2020 - Present

Oneascent Wealth Management (BIRMINGHAM AL)

AL

02/21/2007 - 02/22/2017

AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

02/08/2005 - 01/19/2007

AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

MN

02/08/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Hays Latimer.
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