Dee
Hilliard
Cetera Advisors LLC
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About this Advisor
Dee Hilliard is a financial advisor working out of Grove, Oklahoma, with 5 years of relevant experience. Hilliard is an advisor for Cetera Advisors LLC. Their career trajectory has included roles at Ok Dept Of Agriugulture, Cetera Advisors, Cetera Advisors LLC, Bokf, Na and Bok Financial Securities, Inc. Hilliard maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Oklahoma and Texas. Cetera Advisors LLC is a business that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 financial advisors. It administers $21 billion in total assets among its 90,646 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 294 charities and foundations. Of its 90,646 customer accounts, 26% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Cetera Advisors LLC can include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Dee Hilliard Work History
Dee has been registered as a financial advisor for 5 years.*
Cetera Advisors LLC
Bokf, Na
Bok Financial Securities, Inc
Cetera Advisors
Ok Dept Of Agriugulture
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dee Hilliard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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