Joe Hillman (CRD# 6233607) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustwealth Strategies | Indianapolis, IN | Oct 2019 - Current | 4 |
| M. E. D. Distribution | Zionsville, IN | Jan 2001 - Current | 23 |
| Mml Investors Services LLC | Indianapolis, IN | Sep 2013 - Sep 2019 | 6 |
| Massmutual Life Insurance Co | Indianapolis, IN | Aug 2013 - Sep 2019 | 6 |
| Westpoint Financial Group | Indianapolis, IN | Aug 2013 - Sep 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- IN
- LA
- TX
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,198ACCOUNTS
-
Average Account Value$233,388
- 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)
CA, IL, IN, LA, MI, TX
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