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David Hilliard

Financial Advisor at Hilliard Financial Services
Intro Book
Seasoned financial advisor with 36 years of experience in investments, insurance, and retirement planning.
  • Claim this Profile
Location
Tifton, Georgia, United States, US
Skills
  • Investments
  • Insurance
  • Retirement Planning
  • Series 6
  • Financial Planning
  • Show all
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Bio

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Topline AI
David Hilliard is a seasoned financial professional with 36 years of experience in investments, insurance, and retirement planning. He has worked as a Financial Advisor for Hilliard Financial Services, Capstone Financial, LLC, AXA Advisors, Ogle & Waters, Inc., and Life of Georgia. He holds a Bachelor of Arts degree in Philosophy from Furman University and is a Certified Fund Specialist.

Credentials

  • Certified Fund Specialist
    Institute of Business and Finance

Experience

  • Hilliard Financial Services
    • Tifton, Georgia
    • Financial Advisor
      • Dec 1987 - Present
      • Tifton, Georgia

      See Summary above

  • Capstone Financial, LLC
    • Tifton, GA
    • Financial Advisor
      • Aug 2003 - Present
      • Tifton, GA

      See summary above

  • AXA Advisors
    • Tifton, Georgia
    • Financial Advisor
      • Dec 1987 - Aug 2003
      • Tifton, Georgia

      See Summary above

  • Ogle & Waters, Inc.
    • Orlando, Florida
    • Benefits Consultant
      • Sep 1986 - Nov 1987
      • Orlando, Florida

      Opened Orlando office for Clearwater, Florida-based Benefits Consultanting Firm, Ogle & Waters, Inc. Developed Central Florida operations

  • Life of Georgia
    • Orlando, Florida
    • Group/Pension Representative
      • Apr 1982 - Aug 1986
      • Orlando, Florida

      Developed and implemented Group Insurance and Retirement Plans for businesses throughout Florida

  • The Equitable Life Assurance Society of The Uni...
    • Atlanta, Georgia; Jacksonville, Florida; Tampa ...
    • Equi-Group Plus Representative
      • Aug 1980 - Apr 1982
      • Atlanta, Georgia; Jacksonville, Florida; Tampa ...

      Worked with Equitable Agents to market Multiple Employer Trust Group Insurance plans to businesses with 30-150 employees

Education

  • 1976 - 1979
    Furman University
  • 1974 - 1976
    Abraham Baldwin Agricultural College
  • 1971 - 1974
    Tift County High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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