Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Sophia Realph is a financial advisor with Tucker Asset Management LLC. Lillian has been in the industry for over 30 years and is licensed to advise in both Ohio and Texas. Lillian has a strong background in investment advising, with experience in managing portfolios for individuals and high-net-worth individuals. Lillian also offers financial planning services. In addition to Lillian's work at Tucker Asset Management LLC, Lillian is also a partner in Liliken Properties, LTD and a managing member of Simple Retirement Solutions, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
OH
08/30/2024 - Present
Tucker Asset Management LLC (Columbus OH)
OH
03/31/2020 - 12/31/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (COLUMBUS OH)
OH
09/06/2018 - 02/24/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
12/10/2003 - 09/13/2018
GWFS EQUITIES, INC. (COLUMBUS OH)
RI
03/07/2002 - 11/17/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
OH
05/14/1998 - 12/08/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
RI
05/12/1993 - 04/22/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/09/1991 - 05/05/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
OH
11/23/1988 - 07/31/1991
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 07/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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