![David Lilliston, financial advisor Watkinsville GA](/img/ws/profile-blank-sq.png)
David Lilliston (CRD# 2463337) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 30 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
![Maury Adcock, financial advisor Watkinsville GA](/img/ws/profile-blank-sq.png)
CRD# 6374744
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
The Avenue Wealth Management Group | Watkinsville, GA | Oct 2023 - Current | < 1 |
Raymond James Financial Services, Inc. | Watkinsville, GA | Oct 2020 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Watkinsville, GA | Oct 2020 - Current | 3 |
Lilliston Wealth Management LLC | Watkinsville, GA | Oct 2020 - Current | 3 |
Raymond James & Associates, Inc. | Athens, GA | Feb 2013 - Oct 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1994 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- GA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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