Harold HilliardCRD Number: 3056913
Current Firm: H.d. Vest Advisory Services, Inc.
Harold Hilliard (CRD# 3056913) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fairfield, CA and has over 14 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Taddei, Ludwig & Associates, Inc.
|H.d. Vest Investment Services||Farfield, CA||Jun 2008 - Current||9|
|H.d. Vest Advisory Services||Fairfield, CA||Jun 2008 - Current||9|
|Emerge Financial||Fairfield, CA||Feb 2005 - Current||12|
|Genworth||Pleasant Hill, CA||Feb 2007 - Jun 2008||1|
|1st Global||Fairfield, CA||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2003|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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