Hilary A Barnett

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 09/2018 → Present
  Wells Fargo Clearing Services, Llc
  Birmingham, AL

Previous Registrations

• 2006-06-05 → 2018-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

MARY KAY, NOT INV RELATED, HOOVER, AL, INDEPENDENT SENIOR CONSULTANT, START 4/30/2013, 2 HOURS PER MONTH, ZERO DURING TRADING, SELLING MARY KAY MAKE-UP.; JUICE PLUS, NOT INV RELATED, COLLIERVILLE, TN, START: 7/7/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-03

Other Names

• Hilary Allison Barnett
• Hilary Allison Barnett
• Hilary A. Roberts