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Robert Hays Latimer

Oneascent Wealth Management

Birmingham, AL

CRD 4890419

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Employer firm

Oneascent Wealth Management CRD 308057

$476M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oneascent Wealth Management

100 Grandview Place, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-07-10
  • AL RA
    APPROVED
    Since 2020-07-10

Branch Locations

100 Grandview Place, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Birmingham AL 01/2007 02/2017
Oneascent Financial Services Llc Birmingham AL 03/2017 Present
Oneascent Wealth Management Birmingham AL 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-22
  • S66 Uniform Combined State Law Examination
    2005-02-22
Designations
  • Certified Financial Planner
Other Names
  • Robert Hays Latimer

View on SEC IAPD

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