Unclaimed Profile

Kevin John Lilly

AVALON ADVISORS LLC·HOUSTON, Texas

SIE, Series 3, Series 7, Series 8, Series 22, Series 24, Series 63Clean record25 years registeredAVALON ADVISORS LLC

2929 ALLEN PARKWAY, HOUSTON, TX 77019-7124CRD# 1937298Firm CRD# 112556

Profile Verification

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

Identity

Kevin John Lilly · HOUSTON, TX

Registration

CRD #1937298 · AVALON ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AVALON ADVISORS LLC

CORIENT

May 2023 – Jul 2025

Houston, TX

AVALON INVESTMENT & ADVISORY

May 2001 – Jul 2023

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 22

Series 24

Series 63

Registration record

First registered · May 11, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVALON ADVISORS LLC

CRD 112556 · SEC 801-60244

AUM

$7.3B

Regulatory assets under management

Employees

2,101 client accounts

Services offered by AVALON ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVALON ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kevin John Lilly offer?

Kevin John Lilly specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kevin John Lilly's credentials?

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

Where is Kevin John Lilly located?

Kevin John Lilly is based in HOUSTON, Texas, last registered with AVALON ADVISORS LLC.

How does Kevin John Lilly charge for services?

Kevin John Lilly's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: solicitation & client servicing agmt w other adv'r; model port.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVALON ADVISORS LLC?

AVALON ADVISORS LLC has approximately 55 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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