Unclaimed
Latika Tillis is an Investment Advisor Representative at Hightower Advisors, LLC. Latika is registered with the state of Texas. She has been in the industry since October 2007. Latika has passed the Series 7 and Series 66 exams. Latika was previously employed at LPL Financial LLC in Houston, Texas, and StreetTalk Advisors, LLC in Houston, Texas.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
06/12/2023 - Present
Hightower Advisors, LLC (Houston TX)
TX
10/09/2007 - 08/27/2013
LPL FINANCIAL LLC (HOUSTON TX)
BOTH
Issued 06/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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