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Mark Eugene Morrison

Investment Adviser Representative at ONEASCENT FINANCIAL SERVICES LLC

Crystal Lake, ILCRD #1769181Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
14 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaFloridaGeorgiaIllinoisIndianaMichiganMissouriNew YorkNorth CarolinaOregonSouth CarolinaTennesseeTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/26/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 8/26/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/12/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

ONEASCENT FINANCIAL SERVICES LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PURSHE KAPLAN STERLING INVESTMENTSCurrent
5/19/2023 – Crystal Lake, IL
SECURITIES AMERICA, INC.
8/15/1994 – 5/25/2023CRYSTAL LAKE, IL
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
11/25/1987 – 5/7/1990MINNEAPOLIS, MN

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Eugene Morrison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.