Carey HilburnCRD Number: 6288212
Current Firm: Central Wealth Management LLC
Carey Hilburn (CRD# 6288212) is an Investment Advisor Representative working at Central Wealth Management LLC in Madison, WI 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.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Central Wealth Management, LLC||Clinton, IA||May 2020 - Current||1|
|Beaird Harris Wealth Management||Dallas, TX||Jul 2019 - May 2020||< 1|
|Quest Capital Management, Inc.||Dallas, TX||Jan 2014 - Jun 2019||5|
|Student||Lubbock, TX||Jul 2006 - Dec 2013||7|
|Fjy Financial||Reston, VA||May 2013 - Aug 2013||< 1|
|Hfs Wealth Management||Dallas, TX||May 2012 - Aug 2012||< 1|
Total Assets Under Management119MILLIONS
Total Number of Accounts535ACCOUNTS
Average Account Value$221,861
- 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)
IA, IL, MN, TX, WI
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