Ian Morrison (CRD# 7262655) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling | Albany, NY | May 2023 - Current | 1 |
| One Ascent Financial Services Dbathe Cornerstone Financial Group | Crystal Lake, IL | May 2023 - Current | 1 |
| Securities America Advisors | Crystal Lake, IL | Feb 2022 - May 2023 | 1 |
| Securities America, Inc. | Crystal Lake, IL | Aug 2021 - May 2023 | 1 |
| Securities America, Inc. | Crystal Lake, IL | Mar 2020 - Aug 2021 | 1 |
| Conscious Cup Coffee Roasters | Crystal Lake, IL | Oct 2019 - Mar 2020 | < 1 |
| Royals Property Service | Crystal Lake, IL | Sep 2017 - Oct 2019 | 2 |
| Unemployed | Algonquin, IL | Aug 2011 - Sep 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- IL
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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