Investment adviser representative · Oneascent Wealth Management
Randall H. Morris
CRD 4437994 · Birmingham, AL
At a glance
Randall H. Morris is an investment adviser representative with Oneascent Wealth Management in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Randall’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Oneascent Wealth ManagementSince July 2020Birmingham, AL · $476M in regulatory assets
- Oneascent Family OfficesSince August 2025Birmingham, AL · $544M in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Randall’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.