Hilary Bergman is a registered investment advisor, based in Tampa, FL, with 32 years of industry experience.
Location
2915 N. Boulevard, Suite A, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hilary is the CEO of Pelion Financial Group and its subsidiaries, including First Liberties Financial, Pelion Investment Advisors, and Senior Vice President of Pelion Insurance Agency. She also works with Tricom Partners LLC and acts as a consultant for Carver Edison, Inc.
Employment History
Current Registrations
Carver Edison Capital, LLC
Carver Edison Capital, LLCBroker
Pelion Investment Advisors, INC.
First Liberties FinancialBroker
Previous Registrations
Acgm, INC.Broker
Kcd Financial, INC.
Kcd Financial, INC.Broker
Avila Capital Markets, INC.Broker
Pelion Investment Advisors, INC.
Clifden Equities, LLCBroker
Pali Capital, INC.Broker
Pali Capital, LLCBroker
Fimat USA, INC.Broker
Gaiacorp Securities, INC.Broker
State Registrations53 states
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