Kimberly
Hilton

Securities America Advisors, Inc

CRD#2444973
Investment Advisor
in La Grande, OR

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About this Advisor

Kimberly Hilton is a financial advisor operating in La Grande, Oregon who has 3 years of industry experience. Hilton is an employee of Securities America Advisors, Inc. Hilton has gained experience at Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors and Kms Financial Services, Inc. Hilton holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Oregon. Securities America Advisors, Inc is a registered investment company operating out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 financial advisors. It controls $38 billion in assets between its 200,228 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 200,228 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a broad array 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 for financial advice usually are based on which services the firm provides the client. Fee types charged by Securities America Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

107 Elm Street
La Grande, OR 97850

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

OR Average: $1,978,216,465
Total Number of Employees

3,748

OR Average: 226
Total Number of Accounts

200,228

OR Average: 7,467
Average Account Size

$190,602

OR Average: $264,928

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

Kimberly Hilton Work History

Kimberly has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Securities America Advisors, Inc

2020 - Present (4 years)

Arbor Point Advisors

2008 - 2020 (12 years)

Kms Financial Services, Inc

*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 Kimberly Hilton 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 Securities America Advisors, Inc

Andi Yao
Burlingame, CA
Matthew Stange
Urbandale, IA
Richard Dutrisac
Costa Mesa, CA
Derek Bohne
Midvale, UT
Brandon Warman
Kimberly, WI
Edward Debay
East Hartford, CT
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

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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