Tricia Liller
Investment adviser representative at Blue Horizon Equity, Inc.
16 yearsExperience
1 stateRegistered in
$745.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Cetera Wealth Services, LLCJun 2026 to now
- Blue Horizon Equity, Inc.Mar 2026 to now
- Itp Partners LLCFeb 2023 to now
- Osaic Wealth, Inc.Oct 2024 to Jun 2026
- American Portfolios Advisors, IncMar 2023 to Oct 2024
- American Portfolios Financial Services IncFeb 2023 to Oct 2024
- Merrill Lynch. Pierce, Fenner & Smith IncorporatedApr 2010 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Blue Horizon Equity, Inc.
$745.9MAssets managed
1,491Clients
26Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3130441
- Firm CRD
- 341095