Tania Hillin (CRD# 7680097) is an Investment Advisor Representative working at Brighton Jones LLC in San Francisco, CA and has 1 year of experience in the finance industry. Tania Hillin 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# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | San Francisco, CA | Sep 2023 - Current | < 1 |
| Eissner Financial | Brentwood, CA | Dec 2022 - Sep 2023 | < 1 |
| First Republic Bank | San Francisco, CA | Dec 2017 - Dec 2022 | 5 |
| Ernst & Young | San Francisco, CA | Jul 2015 - Dec 2017 | 2 |
| Fm Global | Plano, TX | Feb 2013 - Jul 2015 | 2 |
- CA
- WA
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Total Assets Under Management12,488MILLIONS
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Total Number of Accounts2,978ACCOUNTS
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Average Account Value$4,193,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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