PH
Patrick L. Hillard
ROYAL WEALTH MANAGEMENT
Norfolk, VA 23508
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CRD#: 1050363
PH
Professional summary
Patrick Lee Hillard is a registered financial advisor currently at ROYAL WEALTH MANAGEMENT located in Norfolk, Virginia.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Patrick has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a licensed Health & Life Insurance Agent in Virginia. I am also a licensed Insurance Consultant in Virginia. I am a contract agent with Insphere Insurance Solutions of North Richland Hills Texas d.b.a. HealthMarkets Agency. I sell Medicare Supplement plans, Medicare Advantage Plans, Medicare Prescription Drug Plans, Health Supplement plans, Life Insurance policies, and I also assist customers enrolling in ACA health insurance plans. Commission payments vary depending on product from a low of 0% of premium for on-exchange ACA plans to a high of 40% of first year premium for some term life insurance policies.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Lee Hillard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 14, 2018 - Present
ROYAL WEALTH MANAGEMENT
Office #1: 5215 Colley Avenue Suite 115, Norfolk, VA 23508RIA
CRD#: 147636
Norfolk, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(8/14/2018)
Current Firm
RW
ROYAL WEALTH MANAGEMENT
101 NAME | ROYAL WEALTH MANAGEMENT, INC. | ROYAL WEALTH MANAGEMENT INC. | ROYAL WEALTH MANAGEMENT | ROYAL WEALTH | NORTHSTAR CAPITAL | ACE CAPITAL, INC. | ACE CAPITAL
CRD#: 147636 / SEC#:
Idaho
Registered Investment Advisory firm - (4/25/2018 Terminated)North Carolina
Registered Investment Advisory firm - (8/14/2018 Approved)Ohio
Registered Investment Advisory firm - (1/6/2012 Approved)Virginia
Registered Investment Advisory firm - (7/21/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chesapeake, VA
Mailing Address
Phone number
(434) 609-4262
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 34,706,725 |
Red Flags
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Company Information
ROYAL WEALTH MANAGEMENT
CRD#: 147636Norfolk, VA 23508TRUST BUT VERIFY
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