Chuck Hilliard Email & Phone Number

Newport Beach, Ca

Brea, Ca

Freedom Pointe Wealth Advisors is an independent wealth management firm founded in 2015. My practice focuses on providing customized portfolio strategies to families, corporations, and non-profit organizations locally and throughout the United States. I manage client assets with the objective of consistent, repeatable, long-term performance and total after-tax risk adjusted returns. I strive to achieve the highest probable success for my clients with the lowest amount of risk. I specialize in advanced retirement cash flow projections, financial planning, and institutional quality portfolio management and construction.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Freedom Pointe Wealth Advisors is a member firm of Kestra Private Wealth Services LLC, an affiliate of Kestra IS. Freedom Pointe Wealth Advisors and Kestra IS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. www.finra.org and www.sipc.org

Brea, Ca

As a Resident Director, I supervised the Brea, CA office including compliance, operations, sales management, recruiting, and branch profitability. In addition to the daily management responsibilities, I personally managed a book client assets.• Directly supervised over 40 Financial Advisors and 15 support staff personnel. This office generated in excess of $40 million in annual revenues.• Achieved President's Recognition Club status in 2014 and 2015.• 1st quintile advisor personally managing in excess of $100 million in client assets.

Newport Beach, Ca

Wealth Management Specialist responsible for growth of the Managed Solutions (fee-based) platform at Merrill Lynch. I directly covered 17 branch offices consisting of over 400 Financial Advisors in Southern California. My mission was creating more efficient, scalable and profitable financial advisor practices by implementation of these fee-based investment solutions. In this role I generated over $1 billion in new fee-based assets annually achieving the #1 national ranking.As Wealth Management Specialist, I play an integral role in helping Financial Advisors develop a defined wealth management process. Highlights include:• Trained advisors in the key areas of portfolio construction including ETF’s, mutual funds, separately managed accounts, alternative investments, equities and fixed income.• Goals Based Planning: Establishing clearly defined and prioritized goals and aspirations through client discovery and financial planning process.• Investment Policy Statement and Implementation: Set a strategy centered on client goals and risk thresholds combining both mean variance and behavioral portfolio theory.• Implementation of Strategy: A systematic and defined investment management process accessing an open architecture of investment solutions across appropriate asset classes designed to optimize risk/return through goals based wealth management.• Service Policy Statement: A transparent, clearly articulated communication policy and service commitment to monitoring and achieving financial planning and investment strategies.• Conducting client presentations to individuals, institutions, & foundations in the $5M-$25M target client base.

Newport Beach, Ca

• Directly supervised over 150 Bank of America Investment financial advisors and support staff in the Orange County & San Diego complexes. Responsible for all aspects of management including growing sales, recruiting, compliance, operations, and human resources.• Recognized as the top performing complex in the country in consecutive years (2008 & 2009).• Created a successful partnership network with US Trust, Premier Banking, Commercial Banking, and Business Banking to develop cross sell business opportunities. The result of this partnership was a 25% increase in financial advisors average annual production. • Achieved top recruiter honors nationally. Successfully recruited 12 advisors from Fortune 100 wire houses resulting in increased annual revenues for Bank of America of $4.8M in 2009.

Beverly Hills, Ca

• Led the 3rd largest branch in the country for Morgan Stanley which generated over $40 million in annual revenues from 120 Financial Advisors and 40 support staff. Under my guidance, this branch achieved record monthly revenues.• Actively involved in all areas of branch management from sales growth to compliance. Specifically, I was focused on increasing financial advisor census thru recruiting. In 2007, I successfully recruited 30 financial advisor trainees and four $1M producers. Branch headcount growth ranked 2nd in the nation. • Established a new firm record for sales in a closed-end fund offering with DWS Funds. The results of this focus led to the single largest production month in branch history.

Irvine, Ca

• Became Branch Manager of the flagship brokerage office in Southern California while managing a $50M book of retail client investment assets and generating revenues in excess of $400K annually. • Managed all aspects of the office including sales, recruiting, compliance, and operations. Spearheaded the turnaround of this failing brokerage branch. Increased revenue by 350% in the first year, transforming it from the 165th rank to the 7th ranked branch nationwide.• Pioneered the successful cross-sell initiative between Financial Advisor and H&R Block Tax establishing over 1,000 new brokerage accounts representing $15M in new assets for the firm.• Developed a standard client experience model for a financial planning based practice. Achieved a 275% increase in financial plans sold and was identified as the top Financial Planner in the division.

Brea, Ca

• At the age of 20, established a Financial Consultant practice at Merrill Lynch. Graduated the 2-year training program in 14 months with $30M in new client assets and in excess of $200K in annual production. • Achieved club recognition during first full year with the firm. Attained 1st quintile performance in each production year with the company.• Instructed at district-wide sales training classes. Trained new hires on all facets of needs-based selling. Improved employee success rate from under 10% to 50% in two years of instructing. • Created specialized financial seminars aimed at retirees approaching their age 70 ½ mandatory IRA withdrawals. Achieved maximum capacity at each monthly seminar resulting in average new client assets of $1M per seminar.