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Julia Schlafly Lilly

Ryerson Financial, LLC

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About Julia Schlafly Lilly

Julia Schlafly Lilly is a financial advisor currently associated with Ryerson Financial, LLC. Julia has been in the industry for over 15 years and holds both a Series 7 and Series 66 license. She is also a Certified Financial Planner. Julia provides financial planning and educational seminars, and has a background working for a variety of firms including Edward Jones, Alta Vista Financial, Inc., and Kinsell, Newcomb & De Dios, Inc.

Firm Information

Julia Lilly is currently registered with Ryerson Financial, LLC. Ryerson Financial, LLC is a financial advisor based in [Location]. They provide financial planning and educational seminars. The firm serves individuals and high-net-worth individuals. They do not manage portfolios for individuals, businesses, or investment companies.

Not reported

Assets Under Management

18

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Julia Lilly’s Registration & Firm History

TX

02/11/2022 - Present

Ryerson Financial, LLC (Houston TX)

CA

11/02/2007 - 08/18/2008

ALTA VISTA FINANCIAL, INC. (CARLSBAD CA)

CA

11/02/2007 - 08/18/2008

KINSELL, NEWCOMB & DE DIOS, INC (CARLSBAD CA)

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Licenses & Designations

BOTH

Issued 03/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia Schlafly Lilly.
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