Joseph H. Hilsman
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.
Joseph Hamilton Hilsman III, who also goes by Joseph Hamilton Hilsman, Skip Hilsman III, Skip Hilsman, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 1994. Joseph had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 15, 2016 - June 30, 2017
ACG WEALTH INC.
December 13, 2016 - June 6, 2017
ARKADIOS CAPITAL
July 30, 2004 - September 2, 2016
OPPENHEIMER & CO. INC.
January 3, 2003 - September 2, 2016
OPPENHEIMER & CO. INC.
November 14, 1997 - January 3, 2003
CIBC WORLD MARKETS CORP.
January 4, 1994 - August 15, 1997
THE ROBINSON-HUMPHREY COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ACG WEALTH INC.
CRD#: 150419 / SEC#: 801-70298
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,815 |
| AUM (Assets Under Management) | $ 1,222,836,655 |
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.
