Robert Latimer 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. Robert Latimer holds a B.S. in Business Administration with a concentration in Marketing from Auburn 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.
Hays Latimer is Senior Lead Advisor of OneAscent Wealth, based in Birmingham, Alabama. He began his career in financial services in March 2005 and joined OneAscent Wealth, formerly Pearson and Associates, in January 2007. He works with client families to identify their priorities and to plan and manage their finances.
Robert Latimer’s longest registration was 9 years at Ameriprise Financial Services, Inc. (2007–2017). Before joining OneAscent Wealth Management in 2020, Robert Latimer was registered through Oneascent Financial Services LLC and Ameriprise Financial Services, Inc.
- Oneascent Wealth ManagementCurrent– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 308057
- Oneascent Financial Services LLC– · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 284549
- Ameriprise Financial Services, Inc.– · 9 yearsBirmingham, AL · Adviser representative · Firm CRD 6363
- Ameriprise Financial Services, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 6363
Professional designations
Listed by OneAscent Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Robert Latimer is registered as an investment adviser representative in Alabama, since July 2020.
- AlabamaSince 10 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 February 2005 |
| Series 7 | General Securities Representative Examination | 7 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Hays Latimer
- CRD
- 4890419
- Firm
- OneAscent Wealth Management · CRD 308057
- Office
- 100 GRANDVIEW PLACE, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneascent.com
Where does Robert Latimer work?
Robert Latimer 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 Robert Latimer a financial advisor?
Yes. Robert Latimer has a current investment-adviser registration in Alabama, through OneAscent Wealth Management since July 2020.
How many years of experience does Robert Latimer have?
Robert Latimer has 21 years in the financial industry, since April 2005, across 3 adviser firms.
What exams has Robert Latimer passed?
Robert Latimer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2005. FINRA credited Robert Latimer with the SIE, which began in October 2018.
Where did Robert Latimer work before OneAscent Wealth Management?
Before OneAscent Wealth Management, Robert Latimer was registered through Ameriprise Financial Services, Inc., April 2007 to February 2017; Ameriprise Financial Services, Inc., February 2005 to January 2007.
Where is Robert Latimer based?
Robert Latimer’s registered office is in Birmingham, AL.
Is Robert Latimer registered with FINRA?
No. Robert Latimer has no current broker registration.
Is Robert Latimer a CFP?
OneAscent Wealth Management lists Robert Latimer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Latimer’s record?
Search CRD 4890419 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Latimer’s full registration record.
