Lorenzo Daniel Garcia
Investment adviser representative at Onedigital
10 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Lorenzo Daniel Garcia? 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
10 years in the industry.
- OnedigitalJan 2025 to now
- Onedigital Investment Advisors LLCAug 2024 to now
- LPL Financial, LLCApr 2022 to Jul 2024
- Zb, N.A.Oct 2021 to Jul 2024
- Houston's First Baptist ChurchJan 2020 to Oct 2021
- Memorial Hermann Health SystemAug 2018 to Jan 2020
- UnemployedMay 2018 to Aug 2018
- The University of Texas At ArlingtonJun 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7522579
- Firm CRD
- 106766