Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lilly is a financial advisor with Corient, a company that provides investment advisory services to individuals and institutions. Kevin has over 20 years of experience in the financial services industry. Kevin has held positions at Avalon Wealth Management LLC and Morgan Stanley & Co., Incorporated. Kevin is licensed to sell securities in Texas and is registered with the Securities and Exchange Commission. Kevin's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/02/2023 - Present
Corient (Houston TX)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
NY
05/21/1996 - 05/04/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/23/1989 - 06/03/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 04/18/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
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