TrueAdvisor
TrueAdvisor
CC
CFP
CC
CFP

Cavett Robert Cooper

Oneascent Financial Services LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Oneascent Financial Services LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

Location

23 Inverness Center Parkway, Suite 100, Birmingham, AL, 35242

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Oneascent Financial Services LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2012 - February 2017 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
February 2012 - February 2017 · 5 yrs
Morgan Keegan & Company, INC.Broker
April 2011 - September 2011 · 5 mos
Park Avenue Securities LLCBroker
February 2011 - March 2011 · 1 mo
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.
Cavett Robert Cooper - Financial Advisor | TrueAdvisor