Lily Matias is a registered investment advisor, based in Aliso Viejo, CA, with 29 years of industry experience.
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lily owns rental real estate since 2020 and is a senior plan advisor at NFP Retirement since 2014, dedicating about a quarter of her time to the latter. She also works as an independent sales consultant for Norwex USA, Inc., selling non-toxic cleaning materials, dedicating minimal time to this activity.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Wealthspire Retirement Advisory
Previous Registrations
Kestra Investment Services, LLCBroker
Pfm Fund Distributors, INC.Broker
American Funds Distributors, INC.Broker
State Registrations1 state
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