Paul G. Hilbert

KIRK INVESTMENT ADVISORS LLC

Columbia, MD 21046

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CRD#: 6122786

Professional summary

Paul Gerard Hilbert is a registered financial advisor currently at KIRK INVESTMENT ADVISORS LLC located in Columbia, Maryland.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerard Hilbert'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®

None

Experience

Current

May 24, 2016 - Present

KIRK INVESTMENT ADVISORS LLC

Office #1: 9520 Berger Road Suite 212, Columbia, MD 21046

RIA

CRD#: 170612

Columbia, MD

Past

March 11, 2013 - July 17, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

LANCASTER, PA

Past

November 12, 2012 - July 17, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LANCASTER, PA

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

Maryland
(6/1/2016)

IAR

Pennsylvania
(5/24/2016)

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 66

Date: 3/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2012

General Securities Representative Examination

Current Firm

KIRK INVESTMENT ADVISORS LLC

KIRK INVESTMENT ADVISORS LLC | KIRK, CHRISTOPHER J

CRD#: 170612 / SEC#:

Delaware

Registered Investment Advisory firm - (10/7/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (12/13/2017 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/9/2016 Approved)

Virginia

Registered Investment Advisory firm - (12/13/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9520 Berger Road Suite 212, Columbia, MD 21046

Mailing Address

Phone number

(410) 381-8007

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Paul G. Hilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerard Hilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIRK INVESTMENT ADVISORS LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2013

SIE

Date: 7/17/2015

Series 7

Date: 11/8/2012

Current Firm

KIRK INVESTMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

KIRK INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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