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.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
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 |
- CA
- IL
- IA
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$92,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IA, IL, PA, TX
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