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Elizabeth D. Stancil

Investment adviser representative at Hilltop Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$635.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Hilltop Wealth Advisors, LLCApr 2026 to now
  2. The Vanguard Group, Inc.Apr 2023 to Apr 2026
  3. Wells Fargo Clearing Services, LLCNov 2016 to Mar 2023
  4. Wells Fargo Advisors, LLCApr 2014 to Mar 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (NC).

Hilltop Wealth Advisors, LLC

$635.5MAssets managed
588Clients
11Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4202044
Firm CRD
283014
Advisor's SEC record (opens in a new tab)
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