Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lila? Claim Your ProfileLila Anderson is a financial advisor with over 16 years of experience in the industry. Lila is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Lila has held previous positions with BANCWEST INVESTMENT SERVICES, INC., Securities America, Inc., TD Ameritrade Clearing, Inc., TD Ameritrade, Inc. and Ameritrade, Inc.. Lila holds Series 4, 7, 24, 27, 63, and 66 licenses. Lila specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/18/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NE
05/14/2015 - 09/07/2023
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
01/21/2010 - 01/10/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
12/19/2007 - 06/18/2009
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
04/22/2006 - 06/18/2009
TD AMERITRADE, INC. (FORT WORTH TX)
TX
10/22/2002 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/28/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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