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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Griffin is a registered investment advisor representative with Onedigital Investment Advisors. David has been in the industry since 2002. He is a licensed investment advisor in Georgia and has been with Onedigital Investment Advisors since 2021. He specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. David has held various roles in the financial services industry including Advisor, Financial Consultant, and Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
02/02/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
03/01/2021 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
GA
11/30/2010 - 03/08/2021
LPL FINANCIAL LLC (ATLANTA GA)
GA
07/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (ALPHARETTA GA)
GA
08/06/2003 - 09/07/2005
DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)
NY
11/02/2001 - 01/02/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
01/08/2001 - 06/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/08/2001 - 06/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
10/29/1998 - 04/20/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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