Andrew LillyCRD 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.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Barkey Financial, LLC
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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