Alan
Cole
Onedigital Investment Advisors
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About this Advisor
Alan Cole is a financial advisor working in Atlanta, Georgia who has 1 year of relevant experience. Cole works at Onedigital Investment Advisors. Throughout their career, Cole has worked at Suntrust Investment Services, Inc, Suntrust Bank, Tiaa-Cref, One Digital Investment Advisors, LLC, Triad Advisors, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Cole maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Onedigital Investment Advisors is an advisory business based in Overland Park, KS. It has offices in 73 locations and a total of 550 advisors. It has $89 billion in total assets across its 25,199 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 97 charitable organizations. Of its 25,199 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Onedigital Investment Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice vary depending on which service is offered. However, fee types charged by Onedigital Investment Advisors likely are comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alan Cole Work History
Alan has been registered as a financial advisor for 1 years.*
Triad Advisors
One Digital Investment Advisors, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Suntrust Investment Services, Inc
Suntrust Bank
Tiaa-Cref
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Round Rock, TX
York, PA
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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