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Katrina Yvette Taylor

Onedigital Investment Advisors

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About Katrina Yvette Taylor

Katrina Yvette Taylor is an investment advisor representative with Onedigital Investment Advisors. Katrina is a registered investment advisor representative in Virginia. Katrina has been in the financial industry for 25 years and has experience in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Katrina has Series 6 and Series 65 licenses.

Firm Information

Katrina Taylor 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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Katrina Taylor’s Registration & Firm History

VA

02/25/2022 - Present

Onedigital Investment Advisors (Richmond VA)

PA

09/05/1997 - 11/29/2002

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 02/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katrina Yvette Taylor.
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