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Hillary E Brevig

Investment adviser representative at Vanderbilt Advisory Services
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Vanderbilt Advisory ServicesJan 2021 to now
  2. Vanderbilt Securities, LLCOct 2020 to now
  3. Consolidated Portfolio Review Corp.Oct 2020 to Dec 2021
  4. Summit Advisors Nw, LLCAug 2018 to Jan 2021
  5. Old NavyNov 2016 to Aug 2018
  6. KmartSep 2016 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (OR, TX).

Vanderbilt Advisory Services

Legal name: Pfg Investments, LLC

$2.1BAssets managed
6,470Clients
162Advisers
13 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
7014848
Firm CRD
116537
Advisor's SEC record (opens in a new tab)
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