Career
Vincent Morris has been President of Onedigital Investment Advisors since January 2020. Vincent Morris is a control person of the firm and directly owns under 5% of it.
Onedigital Investment Advisors LLC is an Overland Park, KS firm with $155B under management, 18,203 clients and 367 advisers across 174 offices, as of its April 2026 filing.
Vince Morris is President of Financial Services at OneDigital.
- – · 4 yearsLeawood, KS · Adviser representative · Firm CRD 106766
- Nrp Advisors, Inc.– · 2 yearsLeawood, KS · Adviser representative · Firm CRD 141430
- LPL Financial Corporation– · 5 yearsLeawood, KS · Adviser representative · Firm CRD 6413
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Kansas | Approved | 13 October 2010 |
| Texas | Approved, resident | 2 January 2015 |
- Status
- Approved
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 1 August 2025 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 May 2002 |
| Series 24 | General Securities Principal Examination | 23 October 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 April 1994 |
| Series 7 | General Securities Representative Examination | 2 March 1994 |
- Name
- Operations Professional Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Vincent Lee Morris
- CRD
- 2444990
- Office
- 11101 SWITZER ROAD, SUITE 200, Overland Park, KS 66210
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Vincent Morris work?
Vincent Morris has been President of Onedigital Investment Advisors LLC since January 2020, and is a control person of the firm.
Is Vincent Morris a financial advisor?
Yes. Vincent Morris has a current investment-adviser registration in Kansas and Texas, through Onedigital Investment Advisors since October 2010.
How many years of experience does Vincent Morris have?
Vincent Morris has 32 years in the financial industry, since August 1994, across 3 adviser firms.
What exams has Vincent Morris passed?
Vincent Morris has passed 7 licensing exams: the Series 7, Series 63, Series 65, Series 24, Series 66, Series 6TO and Series 99TO. The earliest, the Series 7, was passed in March 1994. FINRA credited Vincent Morris with the SIE, which began in October 2018.
Where did Vincent Morris work before Onedigital Investment Advisors?
Before Onedigital Investment Advisors, Vincent Morris was registered through LPL Financial Corporation, May 2002 to January 2008.
Where is Vincent Morris based?
Vincent Morris’ registered office is in Overland Park, KS.