Weston
Staples
Onedigital Investment Advisors
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About this Advisor
Weston Staples is a financial advisor based in Mount Pleasant, South Carolina, working with Onedigital Investment Advisors. Weston has previously held positions at Oldcastle Inc, The Vanguard Group, Inc, Silver Dollar, Bb&T Investment Advisers, Inc, Onedigital Investment Advisors, LLC, and The University Of Georgia. Weston has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Weston is part of Onedigital Investment Advisors, which operates out of Mount Pleasant, South Carolina. 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
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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
Weston Staples Work History
Onedigital Investment Advisors, LLC
Bb&T Investment Advisers, Inc
Bb&T Investment Advisers, Inc
The Vanguard Group, Inc
Oldcastle Inc
Oldcastle Inc
Silver Dollar
The University Of Georgia
Disclosures
Please visit the SEC profile of Weston Staples 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
Overland Park, KS
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Solvang, CA
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Sarasota, FL
Danvers, MA
Pensacola, FL
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