Stephen Hillard
Stephen Hillard is a registered investment advisor at Cetera Investment Advisers LLC, based in North Bend, WA, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
North Bend, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen owns Tax Professionals Etc., providing accounting services and tax preparation, taking about half of his time. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling equity indexed annuities and other insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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