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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lily? Claim Your ProfileLily Inez Gillman is a registered investment advisor representative. Lily is associated with The Colony Group, LLC and Merriman. Lily has been in the industry since 2023. Lily is licensed in Washington. Lily has passed the Uniform Investment Adviser Law Examination. Lily has been associated with The Colony Group, LLC and Merriman. Lily has several specializations in their portfolio of services. Lily's specializations include portfolio management for individuals, portfolio management for businesses, selection of other advisers, publication of periodicals, financial planning, educational seminars, pension consulting, tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions. Lily has experience in the following areas: dog sitting, pet care provider, self-employment contractor. Lily was also a student at the University of Michigan from 2012 to 2018.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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WA
02/03/2025 - Present
THE Colony Group, LLC (Seattle WA)
IA
Issued 11/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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