Kasi Richardson Boyles
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.
- OnedigitalApr 2026 to now
- Onedigital Investment Advisors LLCApr 2026 to now
- Cetera Wealth Services, LLCFeb 2023 to Dec 2025
- Lincoln Financial Advisor, IncMar 2018 to Nov 2022
- Voya FinancialSep 2014 to Feb 2018
- Voya Financial AdvisorsSep 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5021073
- Firm CRD
- 106766