Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kris? Claim Your ProfileKris C. Hilsberg is a financial advisor with LPL Financial LLC in San Antonio, TX. Kris has been working in the financial services industry since 1992. Prior to joining LPL Financial, Kris worked with Citigroup Global Markets Inc., TIAA-CREF Individual & Institutional Services, LLC, ProEquities, Inc., USAA Financial Advisors, Inc., Edward Jones, and CitiCorp Investment Services. Kris is a Certified Financial Planner and holds Series 7, 6, 63, 24, 26, and SIE licenses. Kris focuses on providing investment advice to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
09/28/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
01/18/2018 - 09/08/2021
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
09/11/2014 - 04/11/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN ANTONIO TX)
TX
01/30/2013 - 08/28/2014
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
09/09/2011 - 05/04/2012
PROEQUITIES, INC. (SAN ANTONIO TX)
TX
06/03/2010 - 08/03/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/09/2009 - 05/12/2010
EDWARD JONES (SAN ANTONIO TX)
TX
05/29/2007 - 11/02/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
12/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
IL
05/21/2001 - 12/12/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
07/06/1998 - 12/14/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
12/20/1988 - 03/26/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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