Julia S. Lilly
RYERSON FINANCIAL
Houston, TX
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CRD#: 5361405
Professional summary
Julia Schlafly Lilly, CFP®, who also goes by Julia Ryerson Schlafly, is a registered financial advisor currently at RYERSON FINANCIAL, LLC located in Houston, Texas.
Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Julia has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Biography
Julia is a Certified Financial Planner ® who is passionate about providing unbiased, holistic financial planning to her clients.
Julia has spent the majority of her career in various roles within the financial services industry ranging from investment banking, government consulting, higher education financial management, and personal financial planning. All of these experiences have provided Julia with a broad perspective on the power of proper planning.
Following graduation from the University of North Carolina – Chapel Hill as a Morehead-Cain scholar, Julia certainly never imagined that her plan would involve a career in finance. She began her professional journey in the legal world, but quickly realized that the legal world was not for her. This realization led Julia to pursue her M.B.A from San Diego State University while living in California during her husband’s service in the U.S. Marine Corps.
Since that time Julia has embraced her passion for finances and operations and is constantly seeking to learn as much as she can about financial planning options available today to individual investors. She is an advocate for making financial advice accessible, and believes strongly that there is an opportunity to better serve clients on their path to financial clarity.
Julia founded Ryerson Financial out of her desire to bring a unique financial planning solution to individuals and families looking to organize their financial lives. Ryerson Financial is about more than the dollars in an investment account. The firm is centered on helping clients craft a flexible financial plan that reflects their goals and dreams.
Question & Answer
What are your service offerings?
Life Transitions
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Education Planning
Estate Planning
Budgeting
Retirement Planning
Inheritance
Debt Management
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Divorce Planning
Entrepreneurs
Are you a "fiduciary"?
Yes
Aliases
Julia Ryerson Schlafly
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Julia Schlafly Lilly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
February 11, 2022 - Present
RYERSON FINANCIAL, LLC
RIA
CRD#: 318022
Houston, TX
Past
October 16, 2020 - June 30, 2021
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
St. Louis, MO
Past
November 2, 2007 - August 18, 2008
KINSELL, NEWCOMB & DE DIOS, INC
BD
CRD#: 16427
CARLSBAD, CA
Past
November 2, 2007 - August 18, 2008
ALTA VISTA FINANCIAL, INC.
BD
CRD#: 136980
CARLSBAD, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RYERSON FINANCIAL, LLC
RYERSON FINANCIAL, LLC
CRD#: 318022 / SEC#:
Texas
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(832) 384-4799
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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