James Tillman, financial advisor Flint MI

James Tillman

CRD Number: 5427416
Current Firm: Lpl Financial LLC

James Tillman (CRD# 5427416) is an Investment Advisor Representative working at Lpl Financial LLC in Flint, MI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Flint, MI May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Dec 2019 - Current 4
Cuna Mutual Group Waverly, IA Dec 2019 - Current 4
Macys Saginaw, MI Sep 2016 - Current 7
The Pancakeman Saginaw, MI May 1995 - Current 28
Jp Morgan Securities LLC Burton, MI Dec 2017 - Dec 2019 2
The Huntington Investment Company Lansing, MI Feb 2017 - Dec 2017 < 1
National Financial Services Columbus, OH Feb 2017 - Dec 2017 < 1
Lpl Financial LLC Lansing, MI Dec 2014 - Feb 2017 2
Firstmerit Bank Lansing, MI Dec 2014 - Feb 2017 2
Cuso Financial Services, LP Mansfield, OH Nov 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for James J. Tillman
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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