Andrew Lilly (CRD# 5497625) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waynesboro, VA and has over 12 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Union Financial Consultants, Llc/aub Wealth Management | Waynesboro, VA | Mar 2021 - Current | 3 |
| Atlantic Union Bank | Waynesboro, VA | May 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Staunton, VA | Jun 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Staunton, VA | Jun 2014 - Current | 9 |
| Union Bank & Trust | Staunton, VA | Dec 2015 - May 2019 | 3 |
| Union Bank & Trust/union Investment Services | Staunton, VA | Dec 2015 - Jan 2018 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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