Hillcrest Financial Group
Hillcrest Financial Group (CRD# 317862) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $392,120,000 in 935 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management392MILLION
-
Total Number of Accounts935ACCOUNTS
-
Average Account Value$419,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, TX
David Harrington (CRD# 5990750) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 12 years of experience in the finance industry.
Andrew Price (CRD# 6146111) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Dean Solomon (CRD# 4697463) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Jordan Kane (CRD# 7142686) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 4 years of experience in the finance industry.