Liana Margarita arguello Ramirez
Investment adviser representative at Onedigital
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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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
16 years in the industry.
- OnedigitalJan 2025 to now
- Onedigital Investment Advisors LLCMay 2024 to now
- LPL FinancialAug 2022 to Jul 2024
- Zions Bancorporation, NAJun 2022 to Jul 2024
- UnemployedJul 2020 to Jun 2022
- Mbg Retirement, Inc.Jul 2018 to Jul 2020
- John Hancock Distributors LLCOct 2010 to Jun 2018
- John HancockSep 2010 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5045224
- Firm CRD
- 106766