JH
JH
James Hilliard
33 Years of Experience
Bozeman, MT
1 DisclosureBroker
James Hilliard is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
105 East Oak, Unit 1A, Bozeman, MT, 59715
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2010Settled
Other Business Activities
James owns a rental condo in Annapolis, MD since 2022. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 1992 - April 2023 · 30 yrs 5 mos
Ameriprise Financial Services, LLCBroker
October 1992 - April 2023 · 30 yrs 6 mos
Ids Life Insurance CompanyBroker
October 1992 - July 2006 · 13 yrs 9 mos
Thomas James Associates, INC.Broker
March 1991 - August 1991 · 5 mos
Pacific Southern Securities, INC.Broker
February 1991 - March 1991 · 1 mo
State Registrations20 states
ALCACOCTDCDEFLGAILMDMTNCNHNJNYPASCTXVAWV
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.