Gregory Byron Powell
Investment adviser representative at Onedigital
15 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Gregory Byron Powell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- OnedigitalFeb 2025 to now
- Onedigital Investment Advisors LLCAug 2024 to now
- LPL Financial LLCOct 2018 to Jul 2024
- UnemployedMay 2018 to Oct 2018
- Lincoln Financial AdvisorsJan 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2395899
- Firm CRD
- 106766