linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lily Yee Poy

Iconic Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lily? Claim Your Profile

About Lily Yee Poy

Lily Poy is an Investment Advisor Representative with Iconic Wealth Management, a Registered Investment Advisor located in Fairfax, VA. Lily has been in the financial services industry for over 15 years. Lily holds a Series 7 and Series 66 securities license. Lily is a CERTIFIED FINANCIAL PLANNER™. Previously, Lily was employed with AXA Advisors, LLC, Robert W. Baird & Co. Incorporated and Ferris, Baker Watts Incorporated.

Firm Information

Lily Poy is currently registered with Iconic Wealth Management. Iconic Wealth Management is an investment advisor with 2 investment advisor representatives and $16,237,510 in regulatory assets under management. The firm offers financial planning and portfolio management for individuals and high-net-worth individuals. They have 11 high-net-worth individual clients with $15,578,989 in assets under management and 4 other individuals with $658,521 in assets under management.

$16.24M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lily Poy’s Registration & Firm History

VA

12/13/2017 - Present

Iconic Wealth Management (Fairfax VA)

VA

12/12/2008 - 02/09/2009

AXA ADVISORS, LLC (FALLS CHURCH VA)

VA

07/25/2007 - 11/06/2008

ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)

VA

09/28/2005 - 08/02/2007

FERRIS, BAKER WATTS INCORPORATED (RESTON VA)

MO

09/30/2004 - 09/29/2005

SCOTTRADE, INC. (ST. LOUIS MO)

MD

03/17/2004 - 09/27/2004

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

Not sure if Lily Yee Poy is right for you?

Licenses & Designations

BOTH

Issued 06/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lily Yee Poy.
Not sure if Lily Yee Poy is right for you?