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BH

Brian R. Hilker

COASTAL CAROLINA FINANCIAL PARTNERS LLC
BOLIVIA, NC
Some features on this profile are disabled
CRD#: 7290663
BH

Professional summary

Brian Ronald Hilker is a registered financial advisor currently at COASTAL CAROLINA FINANCIAL PARTNERS LLC located in Bolivia, North Carolina.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

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.
I have my insurance license in NC. The purpose is to offer life insurance and/or annuities if a client should want to add these to their overall financial plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Ronald Hilker'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

February 14, 2025 - Present

COASTAL CAROLINA FINANCIAL PARTNERS LLC

RIA
CRD#: 334447
BOLIVIA, NC
Past

April 28, 2021 - December 31, 2024

FBA WEALTH MANAGEMENT, LLC

RIA
CRD#: 146390
IRWIN, PA
Past

October 1, 2020 - April 16, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Canonsburg, 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
North Carolina
(2/14/2025)
IAR
Pennsylvania
(2/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/13/2020
Securities Industry Essentials Examination

Current Firm

CC
COASTAL CAROLINA FINANCIAL PARTNERS LLC
COASTAL CAROLINA FINANCIAL PARTNERS LLC

CRD#: 334447 / SEC#:

North Carolina
Registered Investment Advisory firm - (2/14/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (2/25/2025 Approved)
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Contact information

Main Address
Bolivia, NC
Mailing Address
Phone number
(724) 469-3343
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

COASTAL CAROLINA FINANCIAL PARTNERS LLC

CRD#: 334447Bolivia, NC

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