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Jeanette Marie Hilton

Transamerica Financial Advisors, LLC

Plano, TX

CRD 5460381

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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2012-01-06
TX RA APPROVED 2012-01-06
  • DC RA
    APPROVED
    Since 2012-01-06
  • TX RA
    APPROVED
    Since 2012-01-06

Branch Locations

4324 Mapleshade Ln., Suite 263, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group Plano TX 05/2007 Present
Samson Resources Co. Tulsa OK 05/2008 05/2017
Royalties For Minerals Richardson TX 12/2011 Present
Transamerica Financial Advisors Plano TX 01/2012 Present
Fannie Mae Addison TX 05/2012 03/2019
Jeanette Marie Hilton (Landlord) Richardson TX 11/2013 Present
Netlaw Inc Louisville KY 04/2019 Present
Debtmerica Santa Ana CA 12/2019 03/2022
Hectic Hustle Inc Sugar Land TX 01/2021 Present
Wealthwave Johns Creek GA 01/2016 Present
Publishing.cOm Austin TX 03/2023 Present
Compliance Made Easy Dba Certifyos Los Angeles CA 10/2024 Present
Integrated Trust Systems Scottsdale AZ 01/2025 Present
  • 05/2007 → Present
    World Financial Group
    Plano, TX
  • 05/2008 → 05/2017
    Samson Resources Co.
    Tulsa, OK
  • 12/2011 → Present
    Royalties For Minerals
    Richardson, TX
  • 01/2012 → Present
    Transamerica Financial Advisors
    Plano, TX
  • 05/2012 → 03/2019
    Fannie Mae
    Addison, TX
  • 11/2013 → Present
    Jeanette Marie Hilton (Landlord)
    Richardson, TX
  • 04/2019 → Present
    Netlaw Inc
    Louisville, KY
  • 12/2019 → 03/2022
    Debtmerica
    Santa Ana, CA
  • 01/2021 → Present
    Hectic Hustle Inc
    Sugar Land, TX
  • 01/2016 → Present
    Wealthwave
    Johns Creek, GA
  • 03/2023 → Present
    Publishing.cOm
    Austin, TX
  • 10/2024 → Present
    Compliance Made Easy Dba Certifyos
    Los Angeles, CA
  • 01/2025 → Present
    Integrated Trust Systems
    Scottsdale, AZ
Previous Registrations
  • 2010-11-01 → 2012-01-06
    Investment Advisors International, Inc.
    Plano, TX
Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Integrated Trust SystemsScottsdaleArizonaUnited StatesNoEstate Planning 01/2025PRESENT WealthWaveJohns CreekGeorgiaUnited StatesYesNone 01/2016PRESENT (1)NAME OF BUSINESS: ROYALTIES FOR MINERALS; INVESTMENT RELATED: NO; ADDRESS: RICHARDSON, TX; NATURE OF BUSINESS: OIL AND GAS EXPLORATION AND PRODUCTION; POSITION: ROYALTY RECEIPIENT FOR OIL/GAS PRODUCTION; START DATE: 12/2011; NO. OF HOURS/MONTH: 0; NO. OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: N/A; (2)JEANETTE MARIE HILTON (LANDLORD); NOT INVESTMENT-RELATED; 3503 EXCALIBUR CT, RICHARDSON, TX 75082; BUY RENTAL PROPERTY AND RENT IT OUT; LANDLORD; PROPERTY NOT RENTED AT TIME OF DISCLOSURE; MANAGE RENTING OF PROPERTY ALONG WITH MAINTAINING RENTAL AGREEMENTS, MAINTAIN RENTAL PROPERTY BY PERFORMING OR ORGANIZING CONTRACTORS TO DO REPAIRS AS REQUIRED. NETLAW, INC / emp dates: 0419 TO PRESENT/ INVESTMENT RELATED: NO /address: 12910 SHELBYVILLE RD SUITE 124 LOUISVILLE, KY 40243/ position: SALES AGENT/ nature of business: ESTATE PLANNING / hrs work monthly: 10/Sec trading hrs: 0/ duties: REFER MY WFG/TFA CLIENTS NEEDING ESTATE PLANNING SERVICES TO NETLAW AND RECEIVE MY COMMISSIONS FOR SELLING NETLAW ESTATE PLANS. PUBLISHING.COM POSITION: Business Owner & Publisher NATURE: Publishing Books INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2023 ADDRESS: 5900 Balcones Drive Ste 10763, Austin TX 78731, United States DESCRIPTION: Create audible, electronic, and printed books to publish for royalty income. Books will be published on various online platforms for sale and royalty payments. COMPLIANCE MADE EASY DBA CERTIFYOS POSITION: Operations Analyst Part Time NATURE: Provide credentialing, licensing, and enrollment for Health Providers INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 8939 South Sepulveda Blvd, Suite 102, Los Angeles CA 90045, United States DESCRIPTION: -- Complete applications for provider payor enrollment on behalf of CertifyOS customers-- Validate and authenticate information updated on the our payor enrollment platform and ensure 100% accuracy-- Attend team meetings, learn new workflows and inform the team on optimization & quality opportunities.-- Assist with other ad hoc projects as needed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-24
S63 Uniform Securities Agent State Law Examination 2008-03-29
  • S65 Uniform Investment Adviser Law Examination
    2010-09-24
  • S63 Uniform Securities Agent State Law Examination
    2008-03-29

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