DID ANDREW PAGE LILLY CAUSE YOU INVESTMENT LOSSES?
About Andrew Lilly of Raymond James Financial Services, Inc.?
Andrew Lilly (CRD #5497625) located in Waynesboro, Virginia, is a registered securities broker and investment adviser currently employed with Raymond James Financial Services, Inc. as a registered broker and Raymond James Financial Services Advisors, Inc. as an investment adviser since June 18, 2014. He is registered with 15 U.S. states and FINRA. His qualifications include the Series 7 General Securities Representative Exam and Series 66 Uniform Combined State Law Exam. Lilly’s prior experience includes employment with Cetera Investment Services LLC and Cetera Investment Advisers LLC from 2011 to 2014. He has also been affiliated with other firms, including UVEST Financial Services Group, Inc. His extensive career includes multiple roles in financial advising and wealth management, where he has contributed to various client-facing and investment-related initiatives.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Andrew Lilly Customer Complaints and Reviews
Andrew Lilly has one pending disclosure involving a customer dispute:
- Customer Dispute Filed December 19, 2023:
- Complaint: The claimant alleges unsuitable recommendations to purchase and hold a Real Estate Investment Trust (REIT) and failure to disclose high commissions and illiquidity associated with the investment.
- Firm: Raymond James Financial Services, Inc.
- Alleged Damages: $75,000.
- Status: The case is currently under FINRA arbitration 23-03543.
Allegations Against Andrew Lilly
The pending allegations against Andrew Lilly include:
- Investment Suitability (2023):
- Claimants assert that Lilly made unsuitable recommendations to purchase and hold a Real Estate Investment Trust (REIT). They also allege a lack of adequate disclosure about the investment’s high commissions and illiquidity.
Andrew Lilly Red Flags & Your Rights As An Investor
Of course, Andrew Lilly did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Andrew Lilly at Raymond James Financial Services, Inc. on alert to review carefully the activity and performance of their accounts and question whether Andrew Lilly has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Raymond James Financial Services, Inc. also raises questions about the brokerage firm’s supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.
Did You Lose Money Because of Broker Misconduct?
If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.
Need Legal Help? Let’s talk.or, give us a ring at 561-338-0037.
File A Claim To Recover Your Investment Losses At Raymond James Financial Services, Inc. Due To Andrew Lilly
If you have questions about Raymond James Financial Services, Inc. and/or Andrew Lilly and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.
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