Kris Hilsberg (CRD# 1906675) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 35 years of experience in the finance industry. Kris Hilsberg 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# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | San Antonio, TX | Sep 2021 - Current | 2 |
| Citigroup | San Antonio, TX | Jan 2018 - Sep 2021 | 3 |
| 1st Nations Reverse Mortgage | San Antonio, TX | Dec 2016 - Dec 2017 | 1 |
| Unemployed | San Antonio, TX | Apr 2016 - Dec 2016 | < 1 |
| Tiaa | San Antonio, TX | Aug 2014 - Apr 2016 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | San Antonio, TX | Aug 2014 - Apr 2016 | 1 |
| Citigroup Global Markets | San Antonio, TX | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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