James P. Lillie
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial Planner in Phoenix, MD
Address:63 Blenheim Farm Ln
Phoenix, MD 21131
About James P. Lillie
James Lillie is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Phoenix, Maryland. James Lillie holds an industry securities registration subject to FINRA oversight having passed securities examinations including S31, S5, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Lillie provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Lillie63 Blenheim Farm Ln
Phoenix, MD 21131
Phone Number:
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Website:
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