Graham Colin Marshall

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

• 07/2021 → 10/2024
  Wealthsource Partners, Llc
  Fort Worth, TX
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 03/1999 → 06/2021
  Raymond James & Associates, Inc.
  Fort Worth, TX

Previous Registrations

• 2021-07-01 → 2024-10-26
  Wealthsource®
  Fort Worth, TX
• 1999-06-29 → 2021-07-12
  Raymond James & Associates, Inc.
  Ft. Worth, TX
  Fort Worth, TX

Other Businesses

1.) GRAHAM COLIN MARSHALL; INVESTMENT-RELATED BUSINESS; 5049 EDWARDS RANCH ROAD, FLOOR 4, FORT WORTH, TEXAS 76109; INSURANCE SALES; SOLE PROPRIETOR AND AGENT; OCTOBER 23, 1997 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL OPERATIONS AND INSURANCE SALES DUTIES. _____ | _____ 2.) GREENLIGHTS WEALTH MANAGEMENT LLC; NOT INVESTMENT RELATED; 5049 EDWARDS RANCH ROAD, FLOOR 4, FORT WORTH, TEXAS 76109; ASSIGNEE FOR GRAHAM COLIN MARSHALL'S FEES AS AN INVESTMENT ADVISER REPRESENTATIVE; OWNER; FEBRUARY 17, 2021 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL MANAGEMENT, FINANCIAL AND OPERATIONS DUTIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Other Names

• Graham Marshall