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Alysia Verrilli Tan

Lincoln International LLC

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About Alysia Verrilli Tan

Alysia Verrilli Tan is a financial professional with over 20 years of experience in the industry. She is currently registered with Lincoln International LLC, a firm that provides investment banking services. Previously, Alysia held positions at Lincoln Partners L.L.C, Duff & Phelps Securities LLC and Banc One Capital Markets, Inc.. Alysia has a broad range of experience and holds several licenses, including Series 7, Series 24, Series 63, Series 79TO, Series 99TO and SIE. She is licensed in California, Illinois, New York and Texas.

Firm Information

Alysia Tan is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alysia Tan’s Registration & Firm History

IL

06/02/2004 - Present

Lincoln International LLC (CHICAGO IL)

IL

02/06/2001 - 09/23/2003

LINCOLN PARTNERS L.L.C (CHICAGO IL)

IL

09/15/2000 - 01/23/2001

DUFF & PHELPS SECURITIES LLC (CHICAGO IL)

IL

12/16/1999 - 09/11/2000

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alysia Verrilli Tan.
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