FH
ChFC
FH
ChFC

Frederick Hilton

34 Years of Experience
Jonesville, FL
1 DisclosureBroker

Frederick Hilton is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Jonesville, FL, with 34 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

14007 NW 1st Road, Jonesville, FL, 32669

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2025
Pending
Other Business Activities

Frederick is an institution program manager for Campus Investment Services and Campus USA CU, dedicating about a quarter of his time to these roles. He also works as a notary, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
February 2006 - May 2022 · 16 yrs 3 mos
CUNA Brokerage Services, INC.Broker
October 2000 - May 2022 · 21 yrs 7 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - October 2000 · 2 yrs 9 mos
Aig Equity Sales CORP.Broker
February 1995 - January 1998 · 2 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
March 1994 - December 1994 · 9 mos
Equico Securities, INC.Broker
August 1991 - December 1993 · 2 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1991 - December 1993 · 2 yrs 4 mos
State Registrations2 states
FLVA
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.