Lillian HomerCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Scs Capital Management, LLC||Boston, MA||Jun 2008 - Current||14|
Total Assets Under Management32,181MILLIONS
Total Number of Accounts323ACCOUNTS
Average Account Value$99,631,910
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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