CRD: 19596
Arlington Securities, Inc.
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- Custodian
- Charles Schwab & Company · Guggenheim · Jefferson National Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-1990
- Office Locations
- 9
Office Locations
About Arlington Securities, Inc.
Arlington Securities, Inc. is a St. Louis–based retail advisory firm providing one-on-one personal financial planning and investment guidance. The team builds comprehensive plans focused on retirement readiness, college savings, insurance and disability protection, and estate/legacy planning, aligning portfolios to clients’ goals and risk tolerance. Custody is supported through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT EARL HILLARD
Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Owner, President
- CRD
- #1005606
- Ownership
- 75% or more
SUSAN MARIE CULLEN
Chief Financial Officer, VICE PRESIDENT
- CRD
- #2015668
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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GRAHAM ANDREW BARTON
Financial Advisor
- CRD
- #2236148
MICHELE PAULETTE BERRA
--
- CRD
- #1216249
Showing 2 of 17 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,894,300 | -- |
| Non-Discretionary | $76,988,200 | -- |
| Total | $116,882,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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