Eric Wayne Hilliard

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/1996 → Present
  Raymond James Financial Services, Inc.
  Raleigh, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 02/2002 → Present
  Hilliard Financial Group
  Raleigh, NC

Other Businesses

(1)Name of Business: Hilliard Financial Group Address: 5720 Six Forks Rd Ste 201, Raleigh, NC, 27609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company to facilitate business through RJFS. (2)Name of Business: United Methodist Church of NC Board of Institutions Address: 700 Waterfield Ridge Place, Garner, NC, 27529, United States Activity Type: Religious Position/Title: Director Investment Related: Yes Start Date: 02/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Appointed layperson representative of a 19 member board whose purpose is to insure the integrity of the relationships between the affiliated institutions the Conference supports and to serve in a liaison role between the institutions and the Conference concerning to the business and financial affairs of the institutions. The board reviews the financial statements of the affiliated institutions, and reports to the Annual Conference concerning the financial status of each institution.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-17
• S63 Uniform Securities Agent State Law Examination
  1996-06-10