Lily Coral
Professional Summary
Lily Coral, who also goes by Lily Coral Atkinson, Lily Atkinson, Shan Atkinson, Shan Li, is a registered financial advisor currently at SEQUENCE FINANCIAL SPECIALISTS LLC located in Tampa, Florida. Lily is registered as a RR (Registered Representative) and started their career in finance in 2024. Lily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lily Coral Atkinson, Lily Atkinson, Shan Atkinson, Shan Li
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
INVESTAMERICA | WRSEQUENCE, LLC | SEQUENCE INVESTMENT PARTNERS, LLC | SEQUENCE INVESTMENT PARTNERS, INC. | SEQUENCE FINANCIAL SPECIALISTS LLC
Contact Information
Main Address
181 E. Evans Street Ste C1, Florence, SC 29506Mailing Address
181 E. Evans Street Ste C1, Btc-001, Florence, SC 29506Phone Number
(843) 319-9100Established
South Carolina since 04/15/2005Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/10/2025)
(10/10/2025)
(1/6/2026)
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 Lily Coral's CRS (Customer Relationship Summary).
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