Andrew Lilly, financial advisor Waynesboro VA
90 score

Andrew Lilly

CRD Number: 5497625
Current Firm: Raymond James Financial Services Advisors, Inc.

Andrew Lilly (CRD# 5497625) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waynesboro, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Union Bank & Trust Waynesboro, VA Dec 2015 - Current 1
Raymond James Financial Services, Inc. Waynesboro, VA Jun 2014 - Current 2
Raymond James Financial Services Advisors Inc. Waynesboro, VA Jun 2014 - Current 2
Union First Market Bank Waynesboro, VA May 2014 - Dec 2015 1
Cetera Investment Advisers LLC Waynesboro, VA Jan 2014 - Jun 2014 < 1
Cetera Investment Services Waynesboro, VT Nov 2011 - Jun 2014 2
Stellarone Bank Waynesboro, VA Jun 2011 - May 2014 2
Primevest Financial Services, Inc. Fisherville, VA Nov 2011 - Aug 2012 < 1
Uvest Financial Services Group, Inc. Charlotte, NC Feb 2008 - Nov 2011 3
Stellarone Bank Staunton, VA May 2008 - Jun 2011 3
Virginia Commonwealth Trust Co Staunton, VA May 2005 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Andrew P. Lilly
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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