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Allie Corinne Rivera

Onedigital Investment Advisors

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About Allie Corinne Rivera

Allie Corinne Rivera is a financial advisor who has been in the industry since 2014. Allie is currently registered with Onedigital Investment Advisors. Allie holds both Series 63 and 65 licenses and has experience working for LPL Financial and Triad Advisors. Allie is also a CFA charterholder.

Firm Information

Allie Rivera is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Allie Rivera’s Registration & Firm History

KS

09/19/2018 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

NY

11/02/2018 - 08/23/2024

TRIAD ADVISORS LLC (New York NY)

NY

10/14/2015 - 11/07/2018

LPL FINANCIAL LLC (WHITE PLAINS NY)

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Licenses & Designations

BC

Issued 11/06/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allie Corinne Rivera.
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