Lilia Schweitzer is a registered investment advisor, based in Oceanside, CA, with 19 years of industry experience.
Location
Oceanside, CA
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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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Lilia is an owner of Empowerment Wealth Management, which she uses for tax purposes. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.Broker
December 2014 - April 2021 · 6 yrs 4 mos
Raymond James & Associates, INC.
December 2014 - April 2021 · 6 yrs 4 mos
Ameriprise Financial Services, INC.
October 2011 - December 2014 · 3 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2011 - December 2014 · 3 yrs 3 mos
Interactive Brokers CORP.Broker
April 2006 - September 2009 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
April 2003 - May 2004 · 1 yr 1 mo
State Registrations6 states
AZCACONVNYWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.