Don Hilario, financial advisor Irvine CA

Don Hilario

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Don D. Hilario
Phone Number: 949-559-1852
Firm Website: http://hilpanmoxiewm.com
Registered State(s):
  • CA
  • NJ
  • NY
  • TX
Current Firm Details
Hilpan Moxie Wealth Management, LLC
Firm's CRD Number: 159966
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $226,047
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NJ, NY, TX

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