Sean
Orick
Onedigital Investment Advisors
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About this Advisor
Sean Orick is a financial advisor based in Saint Petersburg, Florida, working with Onedigital Investment Advisors. Sean has previously held positions at Pension Advisors, Financial Telesis Inc, Adviseme National Advisors, Independent Financial Group LLC, Resources Investment Advisors, Triad Advisors, and Triad Advisors, Inc. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Sean is part of Onedigital Investment Advisors, which operates out of Saint Petersburg, Florida. 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
Sean Orick Work History
Triad Advisors
Resources Investment Advisors
Triad Advisors, Inc
Independent Financial Group LLC
Pension Advisors
Financial Telesis Inc
Adviseme National Advisors
Disclosures
Please visit the SEC profile of Sean Orick 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
Independence, OH
Overland Park, KS
Atlanta, GA
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Overland Park, KS
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Knoxville, TN
Overland Park, KS
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