JH
Jeanette M. Hilton
TRANSAMERICA FINANCIAL ADVISORS
Plano, TX 75093
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CRD#: 5460381
JH
Professional summary
Jeanette Marie Hilton is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Plano, Texas.
Jeanette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeanette has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Integrated Trust SystemsScottsdaleArizonaUnited StatesNoEstate Planning 01/2025PRESENT WealthWaveJohns CreekGeorgiaUnited StatesYesNone 01/2016PRESENT (1)NAME OF BUSINESS: ROYALTIES FOR MINERALS; INVESTMENT RELATED: NO; ADDRESS: RICHARDSON, TX; NATURE OF BUSINESS: OIL AND GAS EXPLORATION AND PRODUCTION; POSITION: ROYALTY RECEIPIENT FOR OIL/GAS PRODUCTION; START DATE: 12/2011; NO. OF HOURS/MONTH: 0; NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: N/A; (2)JEANETTE MARIE HILTON (LANDLORD); NOT INVESTMENT-RELATED; 3503 EXCALIBUR CT, RICHARDSON, TX 75082; BUY RENTAL PROPERTY AND RENT IT OUT; LANDLORD; PROPERTY NOT RENTED AT TIME OF DISCLOSURE; MANAGE RENTING OF PROPERTY ALONG WITH MAINTAINING RENTAL AGREEMENTS, MAINTAIN RENTAL PROPERTY BY PERFORMING OR ORGANIZING CONTRACTORS TO DO REPAIRS AS REQUIRED. NETLAW, INC / emp dates: 0419 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE RD SUITE 124 LOUISVILLE, KY 40243/ position: SALES AGENT/ nature of business: ESTATE PLANNING / hrs work monthly: 10/Sec trading hrs: 0/ duties: REFER MY WFG/TFA CLIENTS NEEDING ESTATE PLANNING SERVICES TO NETLAW AND RECEIVE MY COMMISSIONS FOR SELLING NETLAW ESTATE PLANS. PUBLISHING.COM POSITION: Business Owner & Publisher NATURE: Publishing Books INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2023 ADDRESS: 5900 Balcones Drive Ste 10763, Austin TX 78731, United States DESCRIPTION: Create audible, electronic, and printed books to publish for royalty income. Books will be published on various online platforms for sale and royalty payments. COMPLIANCE MADE EASY DBA CERTIFYOS POSITION: Operations Analyst Part Time NATURE: Provide credentialing, licensing, and enrollment for Health Providers INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 8939 South Sepulveda Blvd, Suite 102, Los Angeles CA 90045, United States DESCRIPTION: -- Complete applications for provider payor enrollment on behalf of CertifyOS customers-- Validate and authenticate information updated on the our payor enrollment platform and ensure 100% accuracy-- Attend team meetings, learn new workflows and inform the team on optimization & quality opportunities.-- Assist with other ad hoc projects as needed
CRS (Client Relationship Summary) - RIA
Click below to view Jeanette Marie Hilton's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jeanette Marie 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®
NoneExperience
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 4324 Mapleshade Ln., Suite 263, Plano, TX 75093RIA
BD
CRD#: 16164
Plano, TX
Current
January 6, 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 4324 Mapleshade Ln., Suite 263, Plano, TX 75093RIA
BD
CRD#: 16164
Plano, TX
Past
November 1, 2010 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
PLANO, TX
Past
March 13, 2008 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
PLANO, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(10/20/2020)
IAR
District of Columbia(1/6/2012)
RR
District of Columbia(10/31/2019)
RR
Pennsylvania(9/11/2019)
RR
Texas(1/6/2012)
IAR
Texas(1/6/2012)
RR
Virginia(9/11/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
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
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRD#: 16164Plano, TX 75093TRUST BUT VERIFY
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