Erin L. Hilton

HILTON FINANCIAL GROUP

Lakeway, TX

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CRD#: 3061446

Professional summary

Erin Lura Hilton, CFP®, who also goes by Erin Lura Kilpatrick, is a registered financial advisor currently at HILTON FINANCIAL GROUP, LLC located in Lakeway, Texas.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Erin has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

Hilton Financial Group, LLC (HFG) was established to help Healthcare employees achieve the financial success you deserve. I get you. At Hilton Financial, we know that becoming a nurse was not just a career choice for you, it was a calling. We understand that nursing is not only a highly demanding profession, but that it requires compassion and is often times unforgiving.The pressure is on, but you don't have the time to optimize and organize your finances. I help you reach that a-ha moment. For people in a profession like nursing, so much of your energy goes to helping others, it is my goal to help YOU. Together, we can make sure you will achieve your personal dreams. I help you figure out what you want your life to look like and make it happen. You will be provided with the tools and strategies necessary to accomplish your goals and make life long changes. 

After 20 years working for large financial firms that recommend what's suitable for you rather than what's in your best interest, I decided if I wanted to make a difference I needed to open my own firm. I feel that this is the only way I can truly feel good and fulfilled about what I do. I enjoy helping others and traditional financial planning no longer works..

When not working, I volunteer for NAMI (National Alliance for Mental Illness) teaching a 8 week course to families that that care for someone that is mentally ill.  Until I was able to actually help my clients, volunteering was my main source of personal fulfillment.

I am also a single mom of a 19 year old daughter that just started college.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Insurance Planning

Employee and Employer Plan Ben...

Budgeting

Retirement Planning

Comprehensive Financial Planni...

Divorce Planning

Do you have an area of expertise or specialization?

College/Education Planning

Divorce Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

Erin Lura Kilpatrick

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.

NAMI (NATIONAL ALLIANCE FOR MENTAL ILLNESS), SINCE 1/2015 4110 GUADALUPE STREET AUSTIN, TX 78751 NO COMPENSATION (VOLUNTEER) 0-60 HRS/MO, 0 DURING TRADING HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lura Hilton'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 22, 2021 - Present

HILTON FINANCIAL GROUP, LLC

RIA

CRD#: 285226

Lakeway, TX

Past

October 18, 2016 - December 31, 2020

HILTON FINANCIAL GROUP, LLC

RIA

CRD#: 285226

Austin, TX

Past

February 2, 2015 - June 7, 2016

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

AUSTIN, TX

Past

January 30, 2015 - June 7, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

AUSTIN, TX

Past

October 15, 2013 - January 23, 2015

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

AUSTIN, TX

Past

July 6, 2013 - January 23, 2015

NYLIFE SECURITIES LLC

CRD#: 5167

AUSTIN, TX

Past

January 29, 2008 - July 12, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

AUSTIN, TX

Past

January 17, 2008 - July 11, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AUSTIN, TX

Past

May 17, 2007 - November 8, 2007

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

AUSTIN, TX

Past

May 17, 2007 - November 8, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

AUSTIN, TX

Past

October 25, 2005 - May 2, 2007

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

AUSTIN, TX

Past

October 18, 2005 - May 9, 2007

HILTON FINANCIAL GROUP, LLC

RIA

CRD#: 136491

AUSTIN, TX

Past

September 24, 2004 - June 9, 2005

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

GREENWOOD VLG, CO

Past

September 9, 2004 - June 9, 2005

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

July 27, 2001 - July 1, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOD, CO

Past

October 7, 1999 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

October 7, 1999 - July 1, 2004

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

September 24, 1998 - July 1, 1999

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

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

Texas
(1/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/25/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/10/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HILTON FINANCIAL GROUP, LLC

HILTON FINANCIAL GROUP, LLC | HILTON, ERIN LURA

CRD#: 285226 / SEC#:

Texas

Registered Investment Advisory firm - (1/22/2021 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 300-1667

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Erin L. Hilton

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lura Hilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILTON FINANCIAL GROUP, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

HILTON FINANCIAL GROUP, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

SYMETRA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/25/2001

Series 63

Date: 7/30/1998

SIE

Date: 6/7/2016

Series 7

Date: 4/2/2003

Series 6

Date: 6/10/1998

Current Firm

HILTON FINANCIAL GROUP, LLC

Contact information

Documents

Red Flags

Company Information

HILTON FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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