Donald Ray Lilly

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 02/2019
  Mutual Of Omaha Insurance Co
  Omaha, NE
• 02/2019 → 06/2024
  Securities America, Inc.
  Salem, VA
• 02/2019 → 06/2024
  Securities America Advisors, Inc.
  Salem, VA
• 06/2024 → 12/2025
  Osaic Wealth, Inc.
  Salem, VA
• 03/2017 → Present
  Futurity First Insurance Group
  Salem, VA
• 12/2025 → Present
  Sequent Planning, Llc
  Salem, VA

Previous Registrations

• 2024-06-14 → 2025-12-31
  Osaic Wealth, Inc.
  Salem, VA
• 2019-02-19 → 2024-06-14
  Securities America Advisors, Inc.
  Salem, VA
• 2013-08-07 → 2017-02-28
  Mutual Of Omaha Investor Services, Inc.
  Roanoke, VA

Other Businesses

FUTURITY FIRST INSURANCE GROUP POSITION: Managing Director NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/01/2017 ADDRESS: 2820 Keagy Road, Salem VA 24153, United States DESCRIPTION: Insurance Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-21
• S63 Uniform Securities Agent State Law Examination
  2007-07-30

Other Names

• Don Ray Lilly
• Donnie Ray Lilly
• Donald Ray Lilly Iii