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Bryan David Cannon

Investment adviser representative at Onedigital
15 yearsExperience
2 statesRegistered in
CFADesignation
$155.4BFirm assets

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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.

  1. OnedigitalFeb 2024 to now
  2. Onedigital Investment Advisors LLCJan 2024 to now
  3. Vail Resorts Inc.Nov 2018 to Mar 2019
  4. Wealthsource Partners, LLCAug 2018 to Sep 2024
  5. Wealthsource Partners, LLCJan 2016 to Jul 2018
  6. Avant-garde Advisors LLCJul 2011 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
4404016
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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