Donald
Bateman
Onedigital
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About this Advisor
Donald Bateman is a financial advisor based in Knoxville, Tennessee, working with Onedigital. Donald has previously worked at Ubs Financial Services Inc, Heritage Investors, LLC, Wealthsource Partners, LLC, and Onedigital Investment Advisors LLC. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Donald is part of Onedigital, which operates out of Knoxville, Tennessee. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Brokerage Details
$142,602,344,768
610
38,423
$3,711,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Donald Bateman Work History
Onedigital Investment Advisors LLC
Wealthsource Partners, LLC
Heritage Investors, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Donald Bateman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital
Overland Park, KS
Centennial, CO
Sarasota, FL
Farmington, CT
Belmar, NJ
Overland Park, KS
Spring Lake, MI
Chicago, IL
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