Alexis Delia (CRD# 7770687) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has 1 year of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tilia Fiduciary Partners | Wilmington, NC | Feb 2023 - Current | 1 |
| Hachette Book Group | Wilmington, NC | Aug 2022 - Jan 2023 | < 1 |
| Unemployed | Wilmington, NC | Sep 2021 - Dec 2022 | 1 |
| A. Noble Events & Design | Wilmington, NC | Jan 2022 - Jun 2022 | < 1 |
| Common Desk | Wilmington, NC | Jan 2021 - Aug 2021 | < 1 |
| University Of North Carolina Wilmington | Wilmington, NC | Aug 2019 - Dec 2020 | 1 |
| Westlake High School | Austin, TX | Aug 2018 - Jun 2019 | < 1 |
| Wakefield High School | Arlington, VA | Sep 2017 - Jun 2018 | < 1 |
| Fairfax High School | Fairfax, VA | Sep 2015 - Jun 2017 | 1 |
| Lanier Middle School | Fairfax, VA | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- NC
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts807ACCOUNTS
-
Average Account Value$214,324
- 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
FL, KY, LA, NC, NE, NY, SC, TX, WA
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