Hilary
Pluemer

Prospera Financial Services, Inc

CRD#1888677
Investment Advisor
in Dallas, TX
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About this Advisor

Hilary Pluemer is a certified financial planner based in Dallas, Texas. Currently a registered advisor with Prospera Financial Services, Inc, Pluemer has a notable 30 years of professional experience as a financial advisor. Pluemer holds a Series 63 license, qualifying them as a securities representative. Pluemer can work with customers in Texas. Throughout their career, Pluemer has worked at Prospera Financial Services, H.D. Vest Investment Securities, Inc and Hd Vest Advisory Services. Prospera Financial Services, Inc is headquartered in Dallas, Texas, and operates out of 97 additional offices throughout the country. Overall, Prospera Financial Services, Inc oversees $3 billion in assets throughout 9,424 client accounts and retains more than 190 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 6,826 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Prospera Financial Services, Inc can offer 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 may charge clients asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

30 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, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

5429 Lbj Freeway Suite 400
Dallas, TX 75240

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Prospera Financial Services, Inc Brokerage Details

Total Assets Under Management

$2,548,731,894

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

190

TX Average: 49
Total Number of Accounts

9,424

TX Average: 2,315
Average Account Size

$270,451

TX 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

Hilary Pluemer Work History

Hilary has 30 years of experience.

2015 - Present (4 years)

Prospera Financial Services

1993 - 2015 (22 years)

Hd Vest Advisory Services

1988 - 2015 (27 years)

H.D. Vest Investment Securities, Inc

Disclosures

Hilary Pluemer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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