Gary Morrow (CRD# 5483514) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 11 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jun 2024 - Current | < 1 |
| Yosemite Asset Mgmt. LLC | San Luis Obispo, CA | Mar 2001 - Current | 23 |
| Lifepro Asset Management, LLC | San Diego, CA | Jan 2020 - May 2024 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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