Donald Neal Bateman
Investment adviser representative at Onedigital
12 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 yearsFirm in business
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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
12 years in the industry.
- OnedigitalJan 2024 to now
- Onedigital Investment Advisors LLCJan 2024 to now
- Wealthsource Partners, LLCMar 2022 to Sep 2024
- Heritage Investors, LLCJul 2021 to Feb 2022
- UnemployedJun 2020 to Jun 2021
- UBS Financial Services Inc.Feb 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4022892
- Firm CRD
- 106766