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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Eugene Hilliard Jr. is a financial advisor registered in 10 states. He is currently employed by Avantax Advisory Services and has been with them since June 2008. Previously, Harold was registered with Capital Brokerage Corporation, Assetmark Capital Corporation, and 1st Global Capital Corp. Harold has been in the industry for 21 years, starting his career in 2002. Harold holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Harold specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
01/26/2024 - Present
Avantax Advisory Services (FAIRFIELD CA)
CA
04/01/2008 - 06/06/2008
CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)
CA
03/27/2007 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
CA
01/26/2005 - 04/10/2007
1ST GLOBAL CAPITAL CORP. (FAIRFIELD CA)
CA
07/30/2002 - 01/24/2005
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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