Lily elise Elise Cantrell
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services Inc.Sep 2022 to now
- The Learning ExperienceJan 2021 to Aug 2022
- Providence Wine and SpiritsJun 2020 to Dec 2020
- All Air Extreme Trampoline ParkJan 2020 to May 2020
- Pour Vous Wine and SpiritsJan 2020 to May 2020
- Camp Lake HubertMay 2019 to Aug 2019
- Westmoreland Care and Rehabilitation CenterDec 2018 to Dec 2019
- Freed Hardeman UniversityAug 2018 to Dec 2018
- Camp Lake HubertMay 2018 to Aug 2018
- Freed Hardeman UniversityAug 2017 to May 2018
- Silver AngelsDec 2016 to Dec 2017
- Freed Hardeman UniversityAug 2016 to May 2017
- The Richland PlaceApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7616518
- Firm CRD
- 8174