Jan Hilfer (CRD# 6276311) is an Investment Advisor Representative working at Eisenhilfer Capital LLC in Lincoln, RI and has over 10 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Eisenhilfer Capital LLC | Smithfield, RI | Jan 2022 - Current | 2 |
Edward Jones | St. Louis, MO | Dec 2013 - Jun 2022 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- LA
- RI
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$114,012
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
LA, RI
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