Drake Christopher Marshall
Investment adviser representative at Onedigital
13 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
13 years in the industry.
- OnedigitalJul 2026 to now
- Onedigital Investment Advisors LLCJul 2026 to now
- Rosenthal Wealth ManagementOct 2024 to Jul 2026
- UnemployedJun 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCDec 2023 to Jun 2024
- Northwestern Mutual Life Insurance CompanyMay 2023 to Jun 2024
- Wilkes UniversityAug 2021 to May 2023
- Homes Savings and Trust MortgageJun 2021 to Aug 2021
- FedexDec 2020 to Mar 2021
- StudentJun 2019 to Dec 2020
- DominosJun 2018 to Jun 2019
- StudentJan 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7734044
- Firm CRD
- 106766