Unclaimed Profile

Walker Lee Abney

TILIA FIDUCIARY PARTNERS, INC.·WILMINGTON, North Carolina

Series 7, Series 66CFPClean record19 years registeredTILIA FIDUCIARY PARTNERS, INC.

32 N. FRONT STREET, WILMINGTON, NC 28401CRD# 5248339Firm CRD# 157852

Profile Verification

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

Identity

Walker Lee Abney · WILMINGTON, NC

Registration

CRD #5248339 · TILIA FIDUCIARY PARTNERS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

TILIA FIDUCIARY PARTNERS, INC.

Jun 2011 – present

WELLS FARGO ADVISORS, LLC

Jan 2007 – Jun 2011

WILMINGTON, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 26, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TILIA FIDUCIARY PARTNERS, INC.

CRD 157852 · SEC 801-120194

AUM

$173M

Regulatory assets under management

Employees

807 client accounts

Services offered by TILIA FIDUCIARY PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TILIA FIDUCIARY PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Walker Lee Abney offer?

Walker Lee Abney specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Walker Lee Abney's credentials?

Walker Lee Abney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Walker Lee Abney located?

Walker Lee Abney is based in WILMINGTON, North Carolina, working with TILIA FIDUCIARY PARTNERS, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Walker Lee Abney charge for services?

Walker Lee Abney'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 TILIA FIDUCIARY PARTNERS, INC.?

TILIA FIDUCIARY PARTNERS, INC. has approximately 6 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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