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Hilliard J. Hargis

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CRD#: 603605
HH

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.

Hilliard Jackson Hargis, who also goes by Jack Hargis, was a registered financial advisor .

Hilliard is a previously registered financial advisor and started their career in finance in 1977. Hilliard had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Hargis

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

January 15, 2003 - December 31, 2010

HARGIS CAPITAL MANAGEMENT

RIA
CRD#: 124604
BOZEMAN, MT
Past

October 1, 1999 - February 7, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 10, 1998 - February 7, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOZEMAN, MT
Past

March 3, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

July 31, 1993 - February 24, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 3, 1987 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 13, 1984 - September 9, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

June 30, 1981 - March 7, 1984

COWEN SECURITIES INC.

BD
CRD#: 8531
Past

December 30, 1980 - June 30, 1981

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
Past

September 4, 1979 - January 19, 1981

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555
Past

July 26, 1977 - September 24, 1979

ROTAN MOSLE INC.

BD
CRD#: 727

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
IAR
Series 65
Date: 8/1/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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