Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors in Greensboro, NC
Every SEC-registered investment adviser representative at a Onedigital office in Greensboro, A to Z.
The short answer
6 registered advisors work at Onedigital in Greensboro, out of 347 at the firm nationwide; it ranks number 19 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Onedigital advisors in Greensboro, A to Z
Every Onedigital advisor →- Dorothy C. AydlettCertified Financial Planner, Chartered Financial Consultant
- Jonas P. BoyerCertified Financial Planner
- James P. HuberInvestment adviser rep
- John W. MarskeCertified Financial Planner
- Patrick N. RushCertified Financial Planner
- Matthew A. StrattonCertified Financial Planner, Chartered Financial Consultant
Onedigital advisors in every city and state →Onedigital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Onedigital advisors in other cities
Overland Park, KS 135Atlanta, GA 10Danvers, MA 10New York, NY 5Sandy, UT 5Basking Ridge, NJ 4Franklin, TN 4Medina, OH 4Phoenix, AZ 4Richmond, VA 4Auburn Hills, MI 3Baltimore, MD 3Chicago, IL 3Houston, TX 3Huntersville, NC 3
Other firms in Greensboro
All Greensboro advisors →LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12
Questions
How many financial advisors does Onedigital have in Greensboro?
6 investment adviser representatives are registered at Onedigital offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 347 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Onedigital one of the largest advisor employers in Greensboro?
Onedigital ranks number 19 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.
How do I check a Onedigital advisor in Greensboro?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Onedigital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.