Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Lilly is a financial advisor with LPL Financial LLC. Douglas has been in the industry since 2001. Douglas has Series 7, Series 63, and Series 66 securities licenses and holds a SIE license. Douglas also has licenses in 17 states, including Washington and Texas. Douglas has worked with Ameriprise Financial Services, LLC in the past. Douglas' current firm, LPL Financial LLC, is a large broker-dealer with assets under management of over $50 billion. LPL Financial LLC provides financial planning, investment management, and consulting services.
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.
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WA
06/09/2023 - Present
LPL Financial LLC (DEER PARK WA)
WA
11/30/2018 - 06/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Deer Park WA)
WA
08/13/2012 - 12/14/2018
LPL FINANCIAL LLC (DEER PARK WA)
WA
06/19/2001 - 08/13/2012
EDWARD JONES (DEER PARK WA)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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