David Howard Lilliston

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 02/2013 → 10/2020
  Raymond James & Associates, Inc.
  Athens, GA
• 10/2020 → Present
  Raymond James Financial Services, Inc.
  Watkinsville, GA
• 10/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Watkinsville, GA

Previous Registrations

• 2013-02-13 → 2020-10-09
  Raymond James & Associates, Inc.
  Athens, GA
  Athens, GA
• 2008-01-16 → 2013-02-13
  Morgan Keegan & Company, Llc
  Athens, GA
• 2004-07-23 → 2008-01-16
  A. G. Edwards & Sons, Inc.
  Athens, GA
  Athens, GA

Other Businesses

(1)Name of Business: Lilliston Wealth Management LLC Address: 1360 Caduceus Way, Watkinsville, GA, 30677, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: one man LLC to facilitate my move to RJFS (2)Name of Business: The Avenue Wealth Management Group Address: 1360 Caduceus Way Ste 101, Watkinsville, GA, 30677-7300, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: independant FA

Exams

• S66 Uniform Combined State Law Examination
  2004-07-20
• S63 Uniform Securities Agent State Law Examination
  1994-04-08