Randall Morris has been an investment adviser representative at OneAscent Wealth Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Randall Morris holds a B.A. in Public Administration from Samford University.
Oneascent Wealth Management LLC is a Birmingham, AL firm with $476M under management, 927 clients and 12 advisers across 6 offices, as of its August 2026 filing.
Heath Morris is Senior Lead Advisor of OneAscent Wealth, based in Birmingham, Alabama. He worked in commercial and private banking and as a financial advisor before joining OneAscent Wealth. His practice specialties include personal retirement and legacy planning, wealth creation strategies for business owners, and implementation of group benefits and corporate retirement plans.
Randall Morris’ longest registration was 8 years at Investment Advisors (2010–2018). Before joining OneAscent Wealth Management in 2020, Randall Morris was registered through Oneascent Financial Services LLC and Investment Advisors.
- Oneascent Family OfficesAlso current– present · 1 yearBirmingham, AL · Adviser representative · Firm CRD 323305
- Oneascent Wealth ManagementCurrent– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 308057
- Oneascent Financial Services LLC– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 284549
- Investment Advisors– · 8 yearsBirmingham, AL · Adviser representative · Firm CRD 15708
- Wells Fargo Advisors, LLC– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 19616
Professional designations
Listed by OneAscent Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Randall Morris is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Florida, in July 2024.
- AlabamaSince 10 July 2020
- FloridaSince 13 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 January 2008 |
| Series 7 | General Securities Representative Examination | 19 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Randall Heath Morris
- CRD
- 4437994
- Firm
- OneAscent Wealth Management · CRD 308057
- Office
- 100 GRANDVIEW PLACE, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneascent.com
Where does Randall Morris work?
Randall Morris is an investment adviser representative registered through Oneascent Wealth Management LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Randall Morris a financial advisor?
Yes. Randall Morris has a current investment-adviser registration in Alabama and Florida, through OneAscent Wealth Management since July 2020.
How many years of experience does Randall Morris have?
Randall Morris has 22 years in the financial industry, since July 2004, across 5 adviser firms.
What exams has Randall Morris passed?
Randall Morris has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in December 2001. FINRA credited Randall Morris with the SIE, which began in October 2018.
Where did Randall Morris work before OneAscent Wealth Management?
Before OneAscent Wealth Management, Randall Morris was registered through Investment Advisors, February 2010 to December 2018; Wells Fargo Advisors, LLC, January 2008 to December 2009.
Where is Randall Morris based?
Randall Morris’ registered office is in Birmingham, AL.
Is Randall Morris registered with FINRA?
No. Randall Morris has no current broker registration.
Is Randall Morris a CFP?
OneAscent Wealth Management lists Randall Morris with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Randall Morris’ record?
Search CRD 4437994 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randall Morris’ full registration record.
