Unclaimed Profile

Francis Xavier Lilly

GALLAGHER FIDUCIARY ADVISORS, LLC·ITASCA, Illinois

Clean recordGALLAGHER FIDUCIARY ADVISORS, LLC

TWO PIERCE PLACE, ITASCA, IL 60143-3141CRD# 1879491Firm CRD# 146509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Francis Xavier Lilly · ITASCA, IL

Registration

CRD #1879491 · GALLAGHER FIDUCIARY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Francis Xavier Lilly is a registered financial advisor based in ITASCA, Illinois, affiliated with GALLAGHER FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GALLAGHER FIDUCIARY ADVISORS, LLC

AUM

$10.2B

Regulatory assets under management

Employees

211

Total firm employees

View all advisors at GALLAGHER FIDUCIARY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1879491

Firm CRD# 146509

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Francis Xavier Lilly offer?

Francis Xavier Lilly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITASCA, Illinois for a consultation.

What are Francis Xavier Lilly's credentials?

Francis Xavier Lilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Francis Xavier Lilly located?

Francis Xavier Lilly is based in ITASCA, Illinois, working with GALLAGHER FIDUCIARY ADVISORS, LLC. Their office serves clients in the ITASCA metropolitan area and surrounding communities.

How does Francis Xavier Lilly charge for services?

Francis Xavier Lilly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GALLAGHER FIDUCIARY ADVISORS, LLC?

GALLAGHER FIDUCIARY ADVISORS, LLC has approximately 211 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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