Robert Hays Latimer

CFP

20 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Oneascent Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

918 clients

Average Client Portfolio

$470K average

Assets Under Management

$431.7M

Fee Structure

Location

23 Inverness Center Parkway, Birmingham, AL, 35242

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oneascent Wealth Management

July 2020 - Present · 5 yrs 7 mos

Previous Registrations

Oneascent Financial Services LLC

March 2017 - July 2020 · 3 yrs 4 mos

Ameriprise Financial Services, INC.

April 2007 - February 2017 · 9 yrs 10 mos

Ameriprise Financial Services, INC.Broker

February 2007 - February 2017 · 10 yrs

Ameriprise Financial Services, INC.

February 2005 - January 2007 · 1 yr 11 mos

Ameriprise Financial Services, INC.Broker

February 2005 - January 2007 · 1 yr 11 mos

Ids Life Insurance CompanyBroker

February 2005 - July 2006 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.