Harold Hilliard, financial advisor Fairfield CA
93 score

Harold Hilliard

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Farfield, CA Jun 2008 - Current 8
H.d. Vest Advisory Services Fairfield, CA Jun 2008 - Current 8
Emerge Financial Fairfield, CA Feb 2005 - Current 11
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
Contact Info for Harold E. Hilliard
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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