North Bend, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
2
Of 10,209 advisors across 5,116 offices
Location
North Bend WA
Advisors at this office
2
Advisors at this office
Stephen H
Series 63, Series 65
North Bend, WA
Cetera
Stephen Hillard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has operated Hillard Wealth Services Inc since 2016 and owns Tax Professionals Etc., a tax preparation and accounting services business he has managed since 2008. His prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio strategies with discretionary and non-discretionary management across multiple program structures and custodial relationships.
Erik A
Series 63, Series 66
North Bend, WA
Cetera
Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services, LLC. He is also the owner of Erik Alexander, LLC and is involved in the sale of life, health, disability, and fixed annuities as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 independent advisors.
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