Saratoga resident John “Jack” Hillis, an independent financial advisor at Hillis Financial Services in San Jose, has been recognized as a top financial advisor and named to the LPL Financial Chairman’s Council.
The distinction is based on a ranking of revenues of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer*, and is awarded to less than two percent of the firm’s approximately 13,100 advisors nationwide. Hillis ranked 90th based on his success in growing his business by delivering services and solutions to clients.
“We congratulate John Hillis for his achievement which signifies excellence and a proven ability to deliver innovative financial planning services,” said Derek Bruton, managing partner and national sales manager for LPL Financial. “Chairman’s Council advisors are without a doubt among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
Find out what's happening in Saratogawith free, real-time updates from Patch.
Hillis is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services to more than 300 clients in Northern California. Hillis Financial Services currently has $280 million in brokerage and advisory assets under management through LPL Financial as of 2012.
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2012), a top RIA custodian, and a leading independent consultant to retirement plans.
Find out what's happening in Saratogawith free, real-time updates from Patch.
LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,100 financial advisors and approximately 685 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with headquarters in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Hillis Financial Services is an independent, personal financial management firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, Hillis Financial Services advisors primarily provide unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The firm builds customized asset allocation client portfolios. The team has more than 70 years collective experience in managing portfolios, and many clients that have been with the firm for more than 30 years. The firm is based in San Jose, California. For more information, please visit www.hillisfinancial.com.
