Carey Bret Morrison

Current Employers

Employment History

• 08/2015 → 02/2017
  Lpl Financial
  Overland Park, KS
• 08/2015 → 02/2020
  Bukaty Companies Financial Services
  Overland Park, KS
• 02/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS
• 08/2015 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2011-11-18 → 2015-07-13
  Tower Wealth Managers
  Kansas City, MO
  Prairie Village, KS
• 2011-11-18 → 2014-01-02
  Country Club Financial Services, Llc
  Prairie Village, KS
  Kansas City, MO
• 2008-09-16 → 2011-02-10
  Blackrock Fund Advisors
  San Francisco, CA
• 2003-06-05 → 2008-08-28
  Lazard Asset Management Llc
  New York, NY

Other Businesses

ONEDIGITAL POSITION: Client Portfolio Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2020 ADDRESS: 200 Galleria Parkway SE, #1950, Atlanta GA 30339, United States DESCRIPTION: Serve as a Liaison between financial advisors and investment and training teams.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-12
• S65 Uniform Investment Adviser Law Examination
  1996-07-03

Other Names

• Carey B Morrison
• Carey Morrison
• Carey Bret Morrison
• Carey Bret Morrison