Waverly Advisors
47yrs
Top advisor by experience in Birmingham
32yrs
Mark Morrison
Full name on record: Mark Eugene Morrison
Financial advisor at Oneascent Financial Services
Mark Morrison is a fiduciary financial advisor in Birmingham, Alabama, with 32 years in the industry. After 23 years at Securities America Advisors, Mark joined Oneascent Financial Services in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience at Oneascent Financial Services
Office100 Grandview Place Suite 200, Birmingham, AL 35243
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$589,892
Advisors at the firm80
States licensed ?1 state
Services through Oneascent Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOneascent Financial Services LLCCurrent firm
- 2000 – 2023Securities America Advisors, Inc.Previously
Contact Mark
(205) 313-9142Oneascent Financial Services main office 100 Grandview Place Suite 200Birmingham, AL 35243Office · Get directions Firm websitewww.providentoakfinancial.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Oneascent Financial Services at (205) 313-9142 and ask for Mark Morrison. Mark works from the Birmingham, AL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top 11% by experience at Oneascent Financial Services.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Oneascent Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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