Unclaimed
Barth Lilly is a financial professional with over 5 years of experience in the industry. Barth holds the Series 7, Series 24, and SIE licenses. Barth has worked for USAA Investment Services Company in the past and is currently an advisor at Usaa Investment Services Co. Barth Lilly provides financial planning services and works with both high-net-worth individuals and other individuals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
12/20/2021 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
07/24/2019 - 06/23/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
07/24/2019 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
WA
08/24/2015 - 06/20/2018
CAPITAL ONE INVESTING, LLC (Seattle WA)
BC
Issued 03/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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