Linda A Hilton
Investment adviser representative at Simplicity Wealth
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
Are you Linda A Hilton? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
24 years in the industry.
- Simplicity WealthFeb 2025 to now
- Triumph Planning SolutionsNov 2018 to now
- Mantell, Prince & Reynolds PcFeb 2013 to now
- Linda A Hilton, CpaJan 2002 to now
- Lifepro Asset Management, LLCAug 2020 to Feb 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 7262624
- Firm CRD
- 300572