Katrina Yvette Taylor
Investment adviser representative at Onedigital
11 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
Are you Katrina Yvette Taylor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- OnedigitalFeb 2022 to now
- Onedigital Investment Advisors LLCJan 2021 to now
- SuntrustApr 2018 to Dec 2020
- Bb&t - Retirement and Institutional ServicesNov 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2932270
- Firm CRD
- 106766