Unclaimed
Dorothy Cameron Aydlett is an investment advisor representative at OneDigital Investment Advisors. Dorothy has over 14 years of experience in the financial services industry. Dorothy is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Dorothy specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Dorothy has a passion for helping clients achieve their financial goals.
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.
1
2
NC
09/21/2023 - Present
Onedigital Investment Advisors (Greensboro NC)
NC
10/10/2008 - 05/23/2013
ROYAL ALLIANCE ASSOCIATES, INC. (GREENSBORO NC)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dorothy Aydlett is the right advisor for you? Invested Better is here to help.