David
Morehead
Onedigital Investment Advisors
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About this Advisor
David Morehead is a financial advisor based in San Diego, California, working with Onedigital Investment Advisors. David has previously held positions at Lpl Financial, LLC, Independent Financial Partners, Onedigital Investment Advisors LLC, and Triad Advisors. David has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, David is part of Onedigital Investment Advisors, which operates out of San Diego, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Morehead Work History
Triad Advisors
Onedigital Investment Advisors LLC
Independent Financial Partners
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of David Morehead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Knoxville, TN
Overland Park, KS
Overland Park, KS
West Harrison, NY
Overland Park, KS
Round Rock, TX
Danvers, MA
Overland Park, KS
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