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Hillary Marie Canterbury

Gutierrez Wealth Advisory, LLC

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About Hillary Marie Canterbury

Hillary Canterbury is a financial advisor with Gutierrez Wealth Advisory, LLC. Hillary has been in the financial industry since July 19, 2002 and has experience working with individuals, high net worth individuals, corporations, charitable organizations, and irrevocable trusts. Hillary specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Hillary is also a registered representative with UBS Financial Services Inc.

Firm Information

Hillary Canterbury is currently registered with Gutierrez Wealth Advisory, LLC. Gutierrez Wealth Advisory, LLC is a financial advisor headquartered in LITTLE ROCK, AR. They manage $229,841,465 in assets and have 433 accounts. They offer a variety of advisory services including financial planning, pension consulting, and portfolio management. Their client base includes high-net-worth individuals, corporations, and charitable organizations. They also work with irrevocable trusts.
Gutierrez Wealth Advisory, LLC

10801 EXECUTIVE CENTER DR.

LITTLE ROCK, AR 72211

$229.84M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hillary Canterbury’s Registration & Firm History

AR

03/15/2023 - Present

Gutierrez Wealth Advisory, LLC (LITTLE ROCK AR)

AR

02/19/2004 - 11/04/2022

UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)

NY

07/03/2003 - 02/20/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

04/16/2002 - 07/23/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hillary Marie Canterbury.
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