Carey Y. Hilburn
Professional summary
Carey Yeary Hilburn, CFP®, who also goes by Carey Allison Yeary, is a registered financial advisor currently at VITAL CAPITAL LLC located in Clinton, Iowa.
Carey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Carey has worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carey Yeary Hilburn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 14, 2022 - Present
VITAL CAPITAL LLC
Office #1: 132 6th Avenue South, Clinton, IA 52732June 16, 2020 - June 3, 2022
CENTRAL WEALTH MANAGEMENT LLC
July 11, 2019 - June 1, 2020
BEAIRD HARRIS
July 28, 2016 - June 13, 2019
QUEST CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/20/2022)
(4/8/2022)
(3/14/2022)
(6/6/2022)
Exams
Current Firm
VITAL CAPITAL LLC
CRD#: 318147 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 320 |
| AUM (Assets Under Management) | $ 41,717,323 |
Red Flags
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