Carey Hilburn, financial advisor Clinton IA

Carey Hilburn

CRD Number: 6288212
Current Firm: Vital Capital LLC

Carey Hilburn (CRD# 6288212) is an Investment Advisor Representative working at Vital Capital LLC in Clinton, IA and has 1 year of experience in the finance industry. Carey Hilburn 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
Vital Capital LLC Clinton, IA Nov 2021 - Current 2
Central Wealth Management, LLC Clinton, IA May 2020 - Jun 2022 2
Beaird Harris Wealth Management Dallas, TX Jul 2019 - Jun 2020 < 1
Quest Capital Management, Inc. Dallas, TX Jul 2016 - Jun 2019 2
Quest Capital Management, Inc. Dallas, TX Jan 2014 - Jul 2016 2

Carey Hilburn has no recent exams reported.
Contact Info for Carey Y. Hilburn
Phone Number: 563-243-2300
Registered State(s):
  • CA
  • IL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $92,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, IA, IL, PA, TX

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