HP
CFP
HP
CFP

Harry Noble Pearson

28 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementSocially Responsible Investing
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$26.3M

Fee Structure

Financial Planning:Investment management only
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Location

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

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History

Regulatory History (1)
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Customer Dispute
December 2012
Withdrawn
Other Business ActivitiesSells Insurance

Harry owns multiple real estate and development companies, and is a member of a management company for advisor office space. He also engages in independent insurance brokering with several companies and provides tax planning and preparation services.

Employment History
Current Registrations
Oneascent Capital
April 2023 - Present · 2 yrs 10 mos
Oneascent Family Offices
November 2022 - Present · 3 yrs 3 mos
Oneascent Wealth Management
May 2020 - Present · 5 yrs 9 mos
Oneascent Financial Services LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Oneascent Family Office
November 2022 - November 2022 · 0 mos
Ameriprise Financial Services, INC.
May 1997 - February 2017 · 19 yrs 9 mos
Ameriprise Financial Services, INC.Broker
April 1997 - February 2017 · 19 yrs 10 mos
Ids Life Insurance CompanyBroker
April 1997 - July 2006 · 9 yrs 3 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.