Lillian Elizabeth Betarie

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

• 07/2023 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2022 → 07/2023
  Huntington National Bank
  Akron, OH
• 11/2021 → 07/2022
  Charles Schwab
  Richfield, OH
• 05/2021 → 11/2021
  Union Home Mortgage Corp
  Strongsville, OH
• 08/2019 → 05/2021
  College
  Athens, OH
• 10/2016 → 08/2019
  Malley's Chocolates
  Mentor, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-20

Designations

• Certified Financial Planner

Other Names

• Lillian Elizabeth Putney
• Lily Putney
• Lily Betarie
• Lillian Putney