VM
VM

Vincent Morris

31 Years of Experience
Overland Park, KS
Broker

Vincent Morris is a registered investment advisor, based in Overland Park, KS, with 31 years of industry experience.

Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vincent is the President of OneDigital Investment Advisors, dedicating full-time hours to managing operations. He also holds positions as President and Owner of MV Equity Holdings LLC, a holding company, and serves on the boards of The SmarterTomorrow Foundation, Evoshare, Inc., and Johnson County Community College, dedicating minimal time to each.

Employment History
Current Registrations
Onedigital Securities LLCBroker
August 2025 - Present · 9 mos
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 9 mos
Onedigital
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Triad Advisors LLCBroker
February 2017 - August 2024 · 7 yrs 6 mos
LPL Financial LLCBroker
November 2010 - January 2017 · 6 yrs 2 mos
Bukaty Companies Financial Services
October 2010 - December 2014 · 4 yrs 2 mos
Nrp Advisors, INC.
January 2008 - December 2010 · 2 yrs 11 mos
Nrp Financial, INC.Broker
January 2008 - November 2010 · 2 yrs 10 mos
LPL Financial Corporation
May 2002 - January 2008 · 5 yrs 8 mos
LPL Financial CorporationBroker
August 2001 - January 2008 · 6 yrs 5 mos
NFP Securities, INC.Broker
April 2001 - April 2001 · 0 mos
Fbd Investment Services, INC.Broker
June 1997 - April 2001 · 3 yrs 10 mos
Round Hill Securities, INC.Broker
July 1996 - June 1997 · 11 mos
Prudential Securities IncorporatedBroker
November 1994 - July 1996 · 1 yr 8 mos
Olde Discount CorporationBroker
March 1994 - October 1994 · 7 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.