Chuck Hilliard Email & Phone Number
Vice President, Investments @ Wedbush Securities
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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
- Cal State Fullerton, College of Business and Economics
Bachelor of Arts (B.A.) (Finance)
1992-1996
Chuck Hilliard Skills
- Alternative Investments
- Asset Allocation
- CA Life & Health Insurance License
- CIMA
- Equities
- Financial Advisory
- Fixed Income
- Institutional Sales
- Investment Policy Statements
- Investment Strategies
- Licensed Property & Casualty Insurance Agent
- Marketing
- Mutual Funds
- Personal Financial Planning
- Sales Management
- Sales Presentations
- Salesforce.com
- Separately Managed Accounts
- Series 10
- Series 24
- Series 63
- Series 65
- Series 7
- Series 9
- Strategic Financial Planning
- Structured Investments
- Wealth Management
- Wholesaler
- 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 @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Alternative Investments, Asset Allocation, CA Life & Health Insurance License, CIMA, Equities and more. Chuck Hilliard has 3 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Chuck Hilliard?
Find contact details for 700 million professionals.
Others Named Chuck Hilliard
Chuck Hilliard
Vice President, Investments
California, United States
Top Wedbush Securities Employees
Mike Janovec
Managing Director Investment Banking
San Francisco, CA, US
Kelly Lisbakken
Managing Director Life Sciences Investment Banking
Mercer Island, WA, US
Gary Wedbush
President and CEO
United States
Douglas Pryor
Senior Vice President, Financial Consultant
Los Angeles, CA, US
Andrew Kennedy
Managing Director
New York, NY, US
Laura Chico
Managing Director, Co-Head of Healthcare Research
Chicago, IL, US
Sahak Manuelian
Managing Director, Global Equity Healthcare Sales and Trading
Los Angeles, CA, US
Donald Hultgren
Chairman Of The Board
Los Angeles, CA, US
Stephen Massocca
Managing Director
San Francisco, CA, US
Moshe Katri
Managing Director Investment Banking
New York, NY, US
Rob Paset
Executive Vice President, Head of Advanced Clearing and Prime Services
Los Angeles, CA, US
Matthew Dahlem
Senior Vice President of Risk and Credit
Los Angeles, CA, US
John Erikson
Managing Director and Head of Legal
Los Angeles, CA, US
Josef Pourati
Vice President of Cash Management and Operations
Los Angeles, CA, US
Kamal Bajoria
Managing Director - Investment Banking
Los Angeles, CA, US
Millie Khoe
Vice President, Marketing and Corporate Events Director
Los Angeles, CA, US
Cindy Beadles
Vice President, Project Manager
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co