Ronald
Hilliard

Lion Street Advisors, LLC

CRD#1028212
Investment Advisor
in Atlanta, GA
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About this Advisor

Ronald Hilliard is an advisor whose office is in Atlanta, Georgia. Currently a registered financial advisor at Lion Street Advisors, LLC, they have gathered 12 years of work experience. Hilliard maintains a Series 63 license, qualifying them as a securities agent. Hilliard is able to work with investors based out of Georgia. Hilliard has gained experience at Fsc Securities Corporation, Nfp Securities Inc and Lion Street Financial. Lion Street Advisors, LLC is headquartered in Atlanta, Georgia, and has 27 offices in the United States. In aggregate, Lion Street Advisors, LLC oversees $489 million in assets dispersed across 1,798 client accounts and employs more than 56 people. The firm's total assets under management makes it one of the larger financial advisory firms in the country. The firm manages 1,619 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 1,798 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Lion Street Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

75 14Th St Ne Ste 4440
Atlanta, GA 30309

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

GA Average: $3,042,739,679
Total Number of Employees

85

GA Average: 49
Total Number of Accounts

3,174

GA Average: 2,315
Average Account Size

$258,631

GA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ronald Hilliard Work History

Ronald has 12 years of experience.

2015 - Present (4 years)

Lion Street Financial

2009 - 2015 (6 years)

Nfp Securities Inc

2006 - 2009 (3 years)

Fsc Securities Corporation

Disclosures

Ronald Hilliard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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