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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walley is an investment advisor representative currently registered with Onedigital Investment Advisors. David has been in the financial services industry for over 20 years, working at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and NationsBanc Investments, Inc. David is a Series 7 and Series 65 licensed individual and currently holds an active IA registration in Tennessee. David primarily serves high-net-worth individuals, corporations, pension and profit sharing plans, and state or municipal government entities. Onedigital Investment Advisors is a firm headquartered in Overland Park, KS and has over 360 clients. The firm offers a range of advisory services including financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KS
01/05/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NY
11/16/1999 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
04/01/1998 - 05/01/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
06/13/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
01/20/1993 - 06/15/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/19/1992 - 11/20/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 06/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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