Jordan Alexander Lillian
Professional Summary
Jordan Alexander Lillian is a registered financial advisor currently at CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida. Jordan is registered as a RR (Registered Representative) and started their career in finance in 2008. Jordan has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CARILLON FUND DISTRIBUTORS, INC. | HERITAGE FUND DISTRIBUTORS INC. | EAGLE FUND DISTRIBUTORS, INC.
Contact Information
Main Address
880 Carillon Parkway, St. Petersburg, FL 33716Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716Phone Number
(727) 567-8143Established
Florida since 05/12/2005Firm Type
CorporationFiscal Year End
SeptemberFirm Size
MediumFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/15/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jordan Alexander Lillian's CRS (Customer Relationship Summary).
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