JL
JL

John Lilly

33 Years of Experience
Gainesville, GA
Broker

John Lilly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gainesville, GA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

620 Spring Street, Gainesville, GA, 30501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a partner in 620 Spring Street Partners, a real estate venture, and an associate/employee of D&J WMG and JNL III, LLC, both support companies. He dedicates minimal time to each of these ventures.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - May 2016 · 8 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2016 · 8 yrs 4 mos
A. G. Edwards & Sons, INC.
April 2003 - January 2008 · 4 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
November 1995 - January 2008 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - November 1995 · 3 yrs
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Lilly - Financial Advisor | TrueAdvisor