Neil Christopher Netoskie

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 04/2021
  Lpl Financial Llc
  Houston, TX
• 03/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 04/2021 → 07/2021
  Triad Advisors
  Norcross, GA

Previous Registrations

• 2016-07-12 → 2021-04-06
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  San Diego, CA

Other Businesses

1)Keystone Retirement & Insurance Advisors;investment related;9600 Long Point Road,Ste 200,Houston,TX 77055;former company sold to OneDigital;president;8/2013;0 hrs/month;0 hrs during trading;closing out business-transitioning to OneDigital 2)NCNWSN Holdings,LLC;not investment related;7030 Paintbrush Trail,Katy,TX 77494;life insurance,key man insurance,other individual insurance;president;2/11/2021;2 hrs/month;0 hrs during trading;assist individuals when they request individual life insurance 3)One Digital;investment related;200 Galleria Parkway SE,#1950,Atlanta,GA;parent company;SVP;3/1/2020;30 hrs/month;4 hrs during trading;OneDigital offers health,benefits,insurance,HR products to the public

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-12
• S63 Uniform Securities Agent State Law Examination
  1989-11-22

Other Names

• Neil Netoskie