Sean Hilliard (CRD# 6788400) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Wake Forest, NC and has over 6 years of experience in the finance industry. Sean Hilliard 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Empower Financial Services, Inc. | Greenwood Village, CO | Jul 2023 - Current | < 1 |
Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | 1 |
Personal Capital Advisors Corporation | Wake Forest, NC | Nov 2020 - Apr 2023 | 2 |
Unemployed | Wake Forest, NC | Apr 2020 - Nov 2020 | < 1 |
Thrivent Financial | Appleton, WI | May 2019 - Apr 2020 | < 1 |
Thrivent Investment Management Inc. | Wake Forest, NC | Feb 2019 - Apr 2020 | 1 |
Thrivent Financial | Appleton, WI | Feb 2019 - May 2019 | < 1 |
Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Feb 2019 | < 1 |
Fidelity Brokerage Services LLC | Durham, NC | Apr 2017 - Feb 2019 | 1 |
Fidelity Investments Institutional Operations Company Inc. | Durham, NC | Apr 2016 - Apr 2017 | 1 |
Crossroads Fellowship Church | Raleigh, NC | Apr 2014 - Apr 2017 | 3 |
In The Beginning Christian Preschool | Raleigh, NC | May 2014 - Apr 2016 | 1 |
United States Soccer Federation | Raleigh, NC | Jul 2008 - Dec 2014 | 6 |
Veterinary Specialty Hostpital Of The Carolinas | Cary, NC | Jun 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
S63 | Uniform Securities State Law Examination | Nov 2023 |
- NC
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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