Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Hillman is a Registered Investment Advisor Representative (IAR) associated with Hillman Capital Management Inc. Mark has been in the financial services industry since 1987 and is registered to provide investment advice in Maryland and Texas. Mark has experience working with a variety of clients, including high net worth individuals, corporations, and investment companies. The advisor specializes in portfolio management for individuals, businesses, and investment companies. Mark is a Series 63, 65, 24, and 53 license holder and has passed the Series 3, 6, and 7 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model provider to envestnet, smartx, adhesion, foliodynamix, and vestmark platforms
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/14/2008 - Present
Hillman Capital Management Inc. (BETHESDA MD)
NC
07/19/2000 - 06/05/2001
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NA
09/08/1993 - 09/02/1998
MENOCAL & CO.
SC
01/30/1991 - 09/18/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/30/1988 - 04/02/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
02/06/1987 - 04/19/1988
MONARCH SECURITIES, INC.
IA
Issued 08/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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