Don HilarioCRD Number: 5038289
Current Firm: Hilpan Moxie Wealth Management, LLC
Don Hilario (CRD# 5038289) is an Investment Advisor Representative working at Hilpan Moxie Wealth Management, LLC in Irvine, CA and has over 16 years of experience in the finance industry. Don Hilario has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Hilpan Moxie Wealth Management, Inc.||Irvine, CA||Feb 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management41MILLIONS
Total Number of Accounts183ACCOUNTS
Average Account Value$226,047
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NJ, NY, TX
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