Mary
Caballero
Onedigital Investment Advisors
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About this Advisor
Mary Caballero is a financial advisor working out of Overland Park, Kansas who has 5 years of relevant experience. Caballero currently works for Onedigital Investment Advisors. Throughout their career, they have worked at Lpl Financial, LLC, Financial Advocates Advisory Services, LLC, The Heestand Company, Deitz & Caballero, Inc, Impact Benefits, Resources Investment Advisors, Impact Benefits & Retirement and Triad Advisors. Caballero holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Onedigital Investment Advisors is a registered investment company based out of Overland Park, KS. The company has offices in 73 locations and a total of 550 financial advisors. It handles $89 billion in total assets between its 25,199 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 97 charitable organizations. Of its 25,199 accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Onedigital Investment Advisors performs a number of services, including 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 charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Onedigital Investment Advisors can include 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
Mary Caballero Work History
Mary has been registered as a financial advisor for 5 years.*
Resources Investment Advisors
Triad Advisors
Impact Benefits & Retirement
Impact Benefits
Deitz & Caballero, Inc
The Heestand Company
Lpl Financial, LLC
Financial Advocates Advisory Services, LLC
*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 Mary Caballero 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
Orlando, FL
Raleigh, NC
Overland Park, KS
Pensacola, FL
Torrance, CA
Overland Park, KS
Round Rock, TX
Overland Park, KS
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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