Raul
Lizalde
Onedigital Investment Advisors
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About this Advisor
Raul Lizalde is a financial advisor based in Escondido, California, working with Onedigital Investment Advisors. Raul has previously held positions at Retirement Wealth Advisors, LLC, Vebs, Arizona State University - Sun Devil Fitness Complex, Independent Insurance Agent, Onedigital Investment Advisors, LLC, and Retirement Dna. Raul has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Raul is part of Onedigital Investment Advisors, which operates out of Escondido, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
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
Raul Lizalde Work History
Onedigital Investment Advisors, LLC
Retirement Dna
Vebs
Vebs
Retirement Wealth Advisors, LLC
Independent Insurance Agent
Arizona State University - Sun Devil Fitness Complex
Disclosures
Please visit the SEC profile of Raul Lizalde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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