Best Investors Account Sign in
Inactive

Elizabeth D. Stancil

Hilltop Wealth Advisors, LLC

Chapel Hill, NC

CRD 4202044

Claim This Profile
Employer firm

Hilltop Wealth Advisors, LLC CRD 283014

$636M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Hilltop Wealth Advisors, Llc

6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-09
  • NC RA
    APPROVED
    Since 2026-06-09

Branch Locations

6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hilltop Wealth Advisors, Llc Chapel Hill NC 04/2026 Present
Wells Fargo Advisors, Llc Raleigh NC 04/2014 03/2023
Wells Fargo Clearing Services, Llc Raleigh NC 11/2016 03/2023
The Vanguard Group, Inc. Charlotte NC 04/2023 04/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-26
S63 Uniform Securities Agent State Law Examination 2001-10-03
  • S66 Uniform Combined State Law Examination
    2002-04-26
  • S63 Uniform Securities Agent State Law Examination
    2001-10-03
Designations
  • Certified Financial Planner
Other Names
  • Beth Stancil
  • Elizabeth Dale Stancil

View on SEC IAPD

More in Chapel Hill, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor