Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Morris is a financial advisor with over 30 years of experience in the financial services industry. Vincent is currently registered with Onedigital Investment Advisors in Overland Park, KS and has a wide range of experience and expertise in serving clients. Vincent previously worked for several other firms, including Triad Advisors, LPL Financial, and NFP Securities.
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.
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2
KS
01/02/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/15/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
11/30/2010 - 01/19/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
01/14/2008 - 11/30/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
KS
08/22/2001 - 01/22/2008
LPL FINANCIAL CORPORATION (LEAWOOD KS)
TX
04/02/2001 - 04/20/2001
NFP SECURITIES, INC. (AUSTIN TX)
KS
06/19/1997 - 04/02/2001
FBD INVESTMENT SERVICES, INC. (LEAWOOD KS)
CA
07/10/1996 - 06/11/1997
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
11/23/1994 - 07/12/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
03/03/1994 - 10/24/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/22/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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