Reid Scott Wilson
Investment adviser representative at Onedigital
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$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.
- OnedigitalJun 2026 to now
- Onedigital Investment Advisors LLCJun 2026 to now
- World Investment Advisors, LLCAug 2021 to Jun 2026
- Pensionmark Financial GroupJul 2021 to Nov 2024
- Pensionmark Securities, LLCJul 2021 to Nov 2024
- The Vanguard Group, IncMar 2011 to Jul 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4734368
- Firm CRD
- 106766