Donald LillyCRD Number: 5331918
Current Firm: Mutual Of Omaha Investor Services, Inc.
Donald Lilly (CRD# 5331918) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Advisors, LLC
Virginia Capital Strategies
|Mutual Of Omaha Insurance Co||Omaha, NE||Apr 2007 - Current||9|
|Dicks Sporting Goods||Roanoke, VA||May 2006 - Mar 2007||< 1|
|Radford University||Radford, VA||Aug 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV