Bradlee Hilley (CRD# 6482836) is an Investment Advisor Representative working at First Command Advisory Services in Shalimar, FL and has over 7 years of experience in the finance industry. Bradlee Hilley 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# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4050337
B. Riley Wealth Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Advisory Services | Fort Worth, TX | Nov 2016 - Current | 7 |
| First Command Financial Planning , Inc. | Fort Worth, TX | Nov 2016 - Current | 7 |
| First Command Insurance Services Inc. | Fort Worth, TX | Nov 2016 - Current | 7 |
| Unites States Army National Guard | Panama City, FL | Dec 2013 - Current | 10 |
| First Command Advisory Services | Fort Worth, TX | Mar 2016 - Oct 2016 | < 1 |
| Ryan Cabaniss State Farm | Niceville, FL | Jun 2015 - May 2016 | < 1 |
| Majors Financial Group | Defuniak Springs, FL | Feb 2015 - Jun 2015 | < 1 |
| Ed's Restuarant | Defuniak Springs, FL | May 2011 - May 2014 | 3 |
| Walton High School | Defuniak Springs, FL | Jan 2006 - May 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- FL
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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