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Hilary Rojo

23 Years of Experience
Taylor, AZ
BrokerSells Insurance

Hilary Rojo is a registered investment advisor at Cetera Investment Advisers LLC, based in Taylor, AZ, with 23 years of industry experience. Hilary 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Taylor, AZ

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Hilary sells fixed insurance products with various companies since 2002, dedicating minimal time. She is also the president of Holy Ghost Ranch, Inc, an animal rescue, and president of Guardian Wealth Builders, LLC, spending about a quarter of her time providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLC
December 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
October 2020 - December 2024 · 4 yrs 2 mos
Verus Capital Partners, LLC
January 2015 - January 2025 · 10 yrs
Verus Capital Partners, LLC
November 2013 - December 2014 · 1 yr 1 mo
Securities America, INC.Broker
October 2013 - October 2020 · 7 yrs
Wells Fargo Advisors, LLC
December 2011 - November 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
December 2011 - November 2013 · 1 yr 11 mos
Chase Investment Services CORP.
October 2008 - December 2011 · 3 yrs 2 mos
Chase Investment Services CORP.Broker
October 2008 - December 2011 · 3 yrs 2 mos
Investors Capital Advisory
April 2005 - October 2008 · 3 yrs 6 mos
Investors Capital CORP.Broker
April 2005 - October 2008 · 3 yrs 6 mos
Foresters Equity Services, INC.Broker
January 2004 - May 2005 · 1 yr 4 mos
American Express Financial Advisors, INC.
June 2002 - January 2004 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
June 2002 - January 2004 · 1 yr 7 mos
State Registrations10 states
AKAZCAFLHIILNCNMSCWI
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.
Hilary Rojo - Financial Advisor | TrueAdvisor