Harold Hilliard, financial advisor Fairfield CA

Harold Hilliard

CRD Number: 3056913
Current Firm: Avantax Advisory Services

Harold Hilliard (CRD# 3056913) is an Investment Advisor Representative working at Avantax Advisory Services in Fairfield, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Farfield, CA Jun 2008 - Current 15
Avantax Advisory Services Fairfield, CA Jun 2008 - Current 15
Emerge Financial Fairfield, CA Feb 2005 - Current 19
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
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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