Alan Cole
Investment adviser representative at Onedigital
9 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
9 years in the industry.
- OnedigitalNov 2022 to now
- Onedigital Investment Advisors LLCOct 2022 to now
- Osaic Wealth, Inc.Aug 2024 to Dec 2025
- Triad AdvisorsApr 2023 to Aug 2024
- TIAAJan 2016 to Oct 2022
- TIAA-CREF Individual & Institutional Services, LLCJan 2016 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4190547
- Firm CRD
- 106766