Cathy LilleyCRD Number: 3097488
Current Firm: Signalpoint Asset Management LLC
Cathy Lilley (CRD# 3097488) is an Investment Advisor Representative working at Signalpoint Asset Management LLC in Springfield, MO and has over 17 years of experience in the finance industry.
Ledgestone Capital Management, LLC
The Wealth Conservatory
|Wells Fargo Advisors Financial Network LLC||Springfield, MO||Jun 2009 - Current||7|
|Morgan Stanley Smith Barney||Springfield, MO||Jun 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Springfield, MO||Apr 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management481MILLIONS
Total Number of Accounts1,903ACCOUNTS
Average Account Value$252,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, IL, KS, LA, MI, MO, NC, NE, NH, NY, OK, TX, WI
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