Jeanette Hilton, financial advisor Plano TX
93 score

Jeanette Hilton

CRD Number: 5460381
Current Firm: Transamerica Financial Advisors, Inc.

Jeanette Hilton (CRD# 5460381) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jeanette Marie Hilton (landlord) Richardson, TX Nov 2013 - Current 3
Fannie Mae Addison, TX May 2012 - Current 4
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 4
Royalties For Minerals Richardson, TX Dec 2011 - Current 5
Samson Resources Company Tulsa, OK May 2008 - Current 8
World Financial Group Plano, TX May 2007 - Current 9
Convergenz, LLC Irving, TX Oct 2011 - May 2012 < 1
Investment Advisors International, Inc. Plano, TX Nov 2010 - Jan 2012 1
World Group Securities, Inc. Plano, TX Nov 2007 - Jan 2012 4
Century Link Corporation Richardson, TX Nov 2009 - Oct 2011 1
Embarq Corporation Irving, TX Aug 2006 - Nov 2009 3
Sprint Nextel Corporation Overland Park, KS Mar 1998 - Aug 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Jeanette M. Hilton
Phone Number: 727-299-1800
Registered State(s):
  • DC
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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