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Audrey Jane Liles

Strategic Advisory Services

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About Audrey Jane Liles

Audrey Jane Liles is a financial professional who has been in the industry since 2007. Audrey is currently registered with Strategic Advisory Services in Tennessee and is a licensed representative for both Securities and Investment Advisory services. Previously, Audrey has been registered with Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc., as well as holding licenses in Tennessee. Audrey has a diverse background in the financial industry and provides portfolio management services to both individuals and businesses, as well as financial planning and advisory services.

Firm Information

Audrey Liles is currently registered with Strategic Advisory Services. Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.
Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Audrey Liles’s Registration & Firm History

TN

08/11/2022 - Present

Strategic Advisory Services (MEMPHIS TN)

TN

02/13/2013 - 05/29/2013

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

12/20/2005 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 09/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Audrey Jane Liles.
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