Chuck Hilliard

Chuck Hilliard has over 20 years of experience in the financial industry. Chuck is currently serving as the Vice President of Investments at Wedbush Securities since 2017. Prior to that, they worked as the Managing Director at Freedom Pointe Wealth Advisors, where they provided customized portfolio strategies to clients. Chuck also held various roles at Merrill Lynch, including Resident Director, where they supervised the Brea office and managed client assets, and Wealth Management Specialist, where they focused on growth and implementation of fee-based investment solutions. Chuck also served as the Complex Sales Manager, overseeing a large team of financial advisors. Earlier in their career, Chuck was the Branch Sales Manager at Morgan Stanley and the Branch Manager at H&R Block Financial Advisors. Chuck started their career at Merrill Lynch as a Senior Financial Advisor, graduating the training program with notable achievements.

Chuck Hilliard attended Cal State Fullerton, College of Business and Economics from 1992 to 1996. Chuck obtained a Bachelor of Arts (B.A.) degree in Finance during their time there.