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 18 years of experience in the finance industry.
Resources Investment Advisors
Ledgestone Capital Management, LLC
Cetera Investment Advisers LLC
|Wells Fargo Advisors Financial Network LLC||Springfield, MO||Jun 2009 - Current||9|
|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 Management367MILLIONS
Total Number of Accounts1,572ACCOUNTS
Average Account Value$233,289
- 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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