Lillia Smith
Investment adviser representative at Rtd Financial Advisors Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Rtd Financial Advisors IncFeb 2024 to now
- CorientJul 2023 to Feb 2024
- Corient Services LLCJul 2023 to Feb 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Radnor Financial Advisors, LLCJul 2020 to Jul 2023
- Temple UniversityAug 2017 to May 2021
- York Suburban Senior High SchoolSep 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rtd Financial Advisors Inc
$2.7BAssets managed
837Clients
20Advisers
43 yearsIn 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
- 7578063
- Firm CRD
- 110744