Chuck Hilliard Email & Phone Number
Vice President, Investments @ Wedbush Securities
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Chuck Hilliard Location
- California, United States
Chuck Hilliard Work
- Vice President, Investments @ (May 2017 - Present)
- Managing Director @ Freedom Pointe Wealth Advisors (October 2015 - Present)
- Resident Director and Financial Advisor @ (August 2012 - September 2015)
- Wealth Management Specialist @ (April 2010 - June 2012)
- Complex Sales Manager @ (January 2007 - April 2010)
- Branch Sales Manager @ Morgan Stanley (January 2006 - January 2007)
- Branch Manager @ (February 2002 - January 2006)
- Senior Financial Advisor @ (August 1996 - February 2002)
Chuck Hilliard Education
- California State University-Fullerton - College of Business and Economics
Bachelor of Arts (B.A.) (Finance)
1992-1996
Chuck Hilliard Skills
- Series 7
- Series 63
- Series 65
- Series 24
- CIMA
- Mutual Funds
- Alternative Investments
- Financial Advisory
- Marketing
- Sales Management
- Salesforce.com
- Personal Financial Planning
- Investment Strategies
- Structured Investments
- Investment Policy Statements
- Series 9
- Series 10
- CA Life & Health Insurance License
- Licensed Property & Casualty Insurance Agent
- Sales Presentations
- Institutional Sales
- Wealth Management
- Separately Managed Accounts
- Fixed Income
- Asset Allocation
- Wholesaler
- Equities
- Strategic Financial Planning
- Ca Life and Health Insurance License
- Licensed Property and Casualty Insurance Agent
Chuck Hilliard Summary
- Chuck Hilliard, based in California, United States, is currently a Vice President, Investments at Wedbush Securities. Chuck Hilliard brings experience from previous roles at Freedom Pointe Wealth Advisors and Merrill Lynch. Chuck Hilliard holds a 1992 - 1996 Bachelor of Arts (B.A.) in Finance @ California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Series 7, Series 63, Series 65, Series 24, CIMA and more. Chuck Hilliard has 3 emails and 4 mobile phone numbers on RocketReach.
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