Unclaimed
Scott Hiller is a financial advisor with Schwab Wealth Advisory, Inc. Scott has been in the financial services industry since 1999 and has experience with a variety of financial products and services. Prior to joining Schwab Wealth Advisory, Inc., Scott worked with USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Scott is a Certified Financial Planner and a Chartered Financial Consultant. Scott is registered with the state of Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
01/04/2023 - Present
Schwab Wealth Advisory, Inc. (San Antonio TX)
TX
01/02/2004 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/25/2000 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MN
10/25/1999 - 02/23/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1999 - 02/23/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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