HB
HB

Hilary Blust

38 Years of Experience
Jenkintown, PA
Broker

Hilary Blust is a registered investment advisor at Raymond James & Associates, INC., based in Jenkintown, PA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

One Pitcairn Place, 165 Township Line Rd, Suite 1500, Jenkintown, PA, 19046

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Hilary acts as a trustee for two special needs trusts for her nephews, dedicating minimal time to each. She invests and oversees the funds for distribution when needed.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
May 2001 - February 2006 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - May 2001 · 9 yrs 9 mos
W.H. Newbold's Son & CO., INC.Broker
May 1989 - July 1991 · 2 yrs 2 mos
Hopper Soliday & CO., INC.Broker
September 1987 - May 1989 · 1 yr 8 mos
State Registrations22 states
ALCACOCTDEFLGAIDLAMAMDMENJNYPARISCTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.