Lily Elise Elise Cantrell

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2022 → Present
  Ubs Financial Services
  Nashville, TN
• 01/2021 → 08/2022
  The Learning Experience
  Mount Juliet, TN
• 06/2020 → 12/2020
  Providence Wine And Spirits
  Mount Juliet, TN
• 04/2016 → 11/2016
  The Richland Place
  Portland, TN
• 12/2016 → 12/2017
  Silver Angels
  Gallatin, TN
• 12/2018 → 12/2019
  Westmoreland Care And Rehabilitation Center
  Westmoreland, TN
• 05/2018 → 08/2018
  Camp Lake Hubert
  Nisswa, MN
• 05/2019 → 08/2019
  Camp Lake Hubert
  Nisswa, MN
• 08/2016 → 05/2017
  Freed Hardeman University
  Henderson, TN
• 08/2017 → 05/2018
  Freed Hardeman University
  Henderson, TN
• 08/2018 → 12/2018
  Freed Hardeman University
  Henderson, TN
• 01/2020 → 05/2020
  Pour Vous Wine And Spirits
  Hendersonville, TN
• 01/2020 → 05/2020
  All Air Extreme Trampoline Park
  Hendersonville, TN

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16

Other Names

• Lily Elise Tucker
• Lily Elise Cantrell