John
Hilmer

Maryland Financial Group, Inc

CRD#5777823
Investment Advisor
in Middletown, DE

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About this Advisor

John Hilmer is a financial advisor based in Middletown, Delaware, working with Maryland Financial Group, Inc. John has previously held positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Lpl Financial LLC, and Maryland Financial Group, Inc Dba Straight Forward Financial. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, John is part of Maryland Financial Group, Inc, which operates out of Middletown, Delaware. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Middletown, DE

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,112,399,451

DE Average: $6,889,882,315
Total Number of Employees

40

DE Average: 45
Total Number of Accounts

3,859

DE Average: 765
Average Account Size

$288,261

DE Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Hilmer Work History

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Maryland Financial Group, Inc Dba Straight Forward Financial

2018 - 2022 (4 years)

Penn Mutual Life Insurance Co

2018 - 2022 (4 years)

Hornor Townsend & Kent Inc

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2010 - 2017 (7 years)

Metlife Securities

Disclosures

Please visit the SEC profile of John Hilmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Maryland Financial Group, Inc

Morgan Crawford
Mount Pleasant, SC
Thomas Brophy
Mount Pleasant, SC
Trent Derrick
Mount Pleasant, SC
Thomas Trela
Lutherville Timonium, MD
Martin Sullens
Marietta, GA
David Mandell
Mount Pleasant, SC
Eric Cox
Rockville, MD
Thomas Bonorden
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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