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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Namon Lilly is a financial advisor with over 30 years of experience in the industry. John Lilly is registered with Raymond James Financial Services Advisors, INC and has been with the firm since 2016. Prior to joining Raymond James, John Lilly was a financial advisor with WELLS FARGO ADVISORS, LLC from 2008 to 2016 and with A. G. EDWARDS & SONS, INC. from 1995 to 2008. John Lilly is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. John Lilly specializes in providing financial planning, portfolio management, and wealth management services to individuals, businesses, and institutions. John Lilly holds the Series 7, Series 63, and Series 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/06/2016 - Present
Raymond James Financial Services Advisors, Inc. (GAINESVILLE GA)
GA
01/01/2008 - 05/12/2016
WELLS FARGO ADVISORS, LLC (GAINESVILLE GA)
GA
11/08/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GAINESVILLE GA)
NY
11/13/1992 - 11/14/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 9/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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