DH
DH

Debra Hilton

35 Years of Experience
The Woodlands, TX
BrokerSells Insurance

Debra Hilton is a registered investment advisor at LPL Financial LLC, based in The Woodlands, TX, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

9450 Grogan'S Mill Rd Ste 221, The Woodlands, TX, 77380-3626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Debra operates D. Hilton Financial Services as a DBA for her LPL business. She also receives commissions from Pacific Life Insurance and Lincoln Financial for non-variable life insurance, dedicating about 10-20% of her time to this. Additionally, Debra is an EVP at D. Hilton Associates, a management consulting firm, also dedicating about 10-20% of her time.

Employment History
Current Registrations
LPL Financial LLC
September 2009 - Present · 16 yrs 8 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Mutual Service Corporation
July 2006 - September 2009 · 3 yrs 2 mos
Mutual Service CorporationBroker
April 2000 - September 2009 · 9 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 1999 - March 1999 · 2 mos
Robert Thomas Securities, INCBroker
December 1994 - January 1999 · 4 yrs 1 mo
Gruntal & CO. IncorporatedBroker
July 1994 - January 1995 · 6 mos
Rose Securities CorporationBroker
June 1992 - April 1993 · 10 mos
Lehman Brothers INC.Broker
November 1989 - April 1991 · 1 yr 5 mos
Schaefer Securities, INC.Broker
April 1989 - May 1989 · 1 mo
Rauscher Pierce Refsnes, INC.Broker
March 1988 - January 1989 · 10 mos
Dover Group, INC.Broker
April 1986 - January 1988 · 1 yr 9 mos
State Registrations31 states
AZCACOCTFLGAILINKSKYLAMDMIMNMOMSNCNDNHNMNYOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.