David Zachariah Walley

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  Bb&T Ris-Investment Management
  Chattanooga, TN
• 01/2021 → 02/2021
  Resources Investment Advisors Llc
  Overland Park, KS
• 02/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2015-07-14 → 2020-12-31
  Bb&T Institutional Investment Advisers, Inc.
  Chattanooga, TN
  Greenville, SC
• 2002-02-08 → 2009-03-23
  Virtus Capital Advisers, Llc
  Chattanooga, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-29
• S63 Uniform Securities Agent State Law Examination
  1992-07-10

Other Names

• Zach Walley
• Zack Walley
• David Zachariah Walley