David
Morehead

Onedigital Investment Advisors

CRD#5381710
Investment Advisor
in San Diego, CA

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About this Advisor

David Morehead is a financial advisor operating in San Diego, California, who has 5 years of relevant experience. Morehead currently works for Onedigital Investment Advisors. The advisor has gained experience at Lpl Financial, LLC, Independent Financial Partners, Resources Investment Advisors and Triad Advisors. Morehead has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Onedigital Investment Advisors is an advisory firm based in Overland Park, KS. The company has offices in 73 locations and a total of 550 people on staff. It controls $89 billion in assets among its 25,199 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 97 charitable organizations. Of its 25,199 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a diverse range of services, including 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. A financial advisor's fees usually are based on the type of services provided. However, fee types billed by Onedigital Investment Advisors may include any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

9276 Scranton Road Suite 550
San Diego, CA 92122

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$89,148,595,824

CA Average: $2,243,162,756
Total Number of Employees

550

CA Average: 44
Total Number of Accounts

25,199

CA Average: 4,091
Average Account Size

$3,537,783

CA Average: $548,316

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

David has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Triad Advisors

2018 - Present (6 years)

Resources Investment Advisors

2011 - 2018 (7 years)

Independent Financial Partners

2010 - 2018 (8 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Robert Bockel
Overland Park, KS
Ruth Rivera
Round Rock, TX
Ashley Hudson
Pensacola, FL
Kevin Savage
Overland Park, KS
Andrew Gibson
Raleigh, NC
Robert Culberson
Orlando, FL
John Nemmers
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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