Lillian Homer, financial advisor Boston MA

Lillian Homer

CRD Number: 7071934
Current Firm: Scs Capital Management LLC

Lillian Homer (CRD# 7071934) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry. Lillian Homer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Scs Capital Management, LLC Boston, MA Jun 2008 - Current 14

Lillian Homer has no recent exams reported.
Contact Info for Lillian C. Homer
Phone Number: 617-204-6400
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    32,181
    MILLIONS
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $99,631,910
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

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