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Andrew Lilly

Raymond James Financial Services Advisors, INC
15 Years of Experience
Waynesboro, VA
1 DisclosureBroker
View SEC Summary
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Andrew Lilly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waynesboro, VA, with 15 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2014 Goose Creek Rd, Suite 108, Waynesboro, VA, 22980

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrew is a Vice President and Financial Consultant at Atlantic Union Bank since 2019, and a Vice President and Financial Advisor at Atlantic Union Financial Consultants, LLC/AUB Wealth Management since 2021. These activities take about half of Andrew's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2014 - Present · 12 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - June 2014 · 5 mos
Cetera Investment Services LLC
November 2011 - January 2014 · 2 yrs 2 mos
Cetera Investment Services LLCBroker
November 2011 - June 2014 · 2 yrs 7 mos
Uvest Financial Services Group, INC.
August 2011 - November 2011 · 3 mos
Uvest Financial Services Group, INC.Broker
June 2011 - November 2011 · 5 mos
State Registrations15 states
CAFLGAKYMDNCNJNMNYORSCTXVAWAWV
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.
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Andrew Lilly - Financial Advisor | TrueAdvisor