Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avis? Claim Your ProfileAvis Tillman is a financial advisor registered with LPL Financial LLC. Avis has been in the industry since August 26, 2005. Avis is registered in North Carolina and South Carolina. Avis holds Series 6, Series 63 and Series 99TO securities licenses. Avis is also registered to sell investment company products/variable contracts. Prior to joining LPL Financial LLC, Avis was registered with Vanguard Marketing Corporation in Charlotte, North Carolina.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/06/2007 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/12/2005 - 05/21/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Avis Tillman is the right advisor for you? Invested Better is here to help.
