Jeffery Lillie is a registered investment advisor, based in Kokomo, IN, with 26 years of industry experience.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffery is involved with LR Financial Planners, LLC, providing independent insurance sales and investment services. He is also associated with Creative Financial Designs.
Employment History
Current Registrations
Creative Financial Designs, INC.
November 2004 - Present · 21 yrs 8 mos
Cfd Investments, INC.Broker
November 2004 - Present · 21 yrs 8 mos
Previous Registrations
Princor Financial Services Corporation
November 2002 - November 2004 · 2 yrs
Princor Financial Services CorporationBroker
January 2000 - November 2004 · 4 yrs 10 mos
State Registrations8 states
GAIAILINOHSCVAWI
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.