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BH

Bruce A. Hilt

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CRD#: 1214856
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Alan Hilt was a registered financial advisor .

Bruce is a previously registered financial advisor and started their career in finance in 1983. Bruce had worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 2, Series 22, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 2, 2006 - December 31, 2009

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
SAN ANTONIO, TX
Past

April 21, 2006 - December 31, 2009

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
SAN ANTONIO, TX
Past

June 1, 2005 - March 7, 2006

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN ANTONIO, TX
Past

June 1, 2005 - March 7, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 16, 2001 - December 2, 2003

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

March 21, 2000 - June 1, 2005

MONY SECURITIES CORPORATION

RIA
CRD#: 4386
SAN ANTONIO, TX
Past

March 15, 2000 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

June 9, 1998 - December 31, 2003

FAMILY WEALTH CONSULTANTS, LLC

RIA
CRD#: 114935
SAN ANTONIO, TX
Past

August 16, 1993 - March 3, 2000

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

January 29, 1991 - July 13, 1993

MACKEN SECURITIES, INC.

BD
CRD#: 13390
ROSEVILLE, CA
Past

May 18, 1989 - February 20, 1991

CAMBRIDGE-NEWPORT COMPANY, INC.

BD
CRD#: 18887
SPRINGFIELD, MA
Past

December 1, 1983 - June 9, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 4/26/1993
Non-Member General Securities Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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