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Dee Hilliard

11 Years of Experience
Grove, OK
BrokerSells Insurance

Dee Hilliard is a registered investment advisor at Cetera Investment Advisers LLC, based in Grove, OK, with 11 years of industry experience. Dee 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

224 E 3rd St, Grove, OK, 74344

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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 ActivitiesSells Insurance

Dee is involved in the day-to-day maintenance of a family ranch, dedicating about half their time. Dee also sells fixed insurance products, including life and long-term care, and owns Taurus Investments LLC, a financial services DBA, dedicating about a quarter of their time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
July 2018 - Present · 8 yrs
Previous Registrations
Cetera Advisors LLC
September 2018 - March 2024 · 5 yrs 6 mos
Bok Financial Securities, INC.Broker
August 2016 - July 2018 · 1 yr 11 mos
Cetera Advisors LLCBroker
August 2014 - August 2016 · 2 yrs
State Registrations9 states
ALARHIKSMOOKORSCTX
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.
Dee Hilliard - Financial Advisor | TrueAdvisor