EH
EH

Eric Hilliard

30 Years of Experience
Raleigh, NC
Broker

Eric Hilliard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5720 Six Forks Road, Suite 201, Raleigh, NC, 27609

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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

Eric is the owner of Hilliard Financial Group, a holding company, but spends minimal time on it. He also serves as a director on the United Methodist Church of NC Board of Institutions, dedicating a few hours per week to reviewing financial statements and acting as a liaison.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
Raymond James Financial Services
December 2001 - January 2009 · 7 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 1996 - April 1999 · 3 yrs
Waddell & Reed, INC.Broker
October 1992 - January 1993 · 3 mos
State Registrations21 states
AZCACOCTDEFLGAILKSKYMAMDNCNYOHORPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.