Alexis Lynn Delia
Investment adviser representative at Tilia Fiduciary Partners, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$403.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Tilia Fiduciary Partners, Inc.Feb 2023 to now
- Hachette Book GroupAug 2022 to Jan 2023
- A. Noble Events & DesignJan 2022 to Jun 2022
- UnemployedSep 2021 to Dec 2022
- Common DeskJan 2021 to Aug 2021
- University of North Carolina WilmingtonAug 2019 to Dec 2020
- Westlake High SchoolAug 2018 to Jun 2019
- Wakefield High SchoolSep 2017 to Jun 2018
- Fairfax High SchoolSep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Tilia Fiduciary Partners, Inc.
$403.7MAssets managed
356Clients
5Advisers
5 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
- 7770687
- Firm CRD
- 157852