Hilliard Lyons shifts to First Clearing platform

Hilliard Lyons, a wealth advisory company based in Kentucky, has become newest client in First Clearing’s portfolio.

Hilliard Lyons came to an agreement with St. Louis-based First Clearing in February 2016, but the official move to First Clearing's platform was executed on Feb. 15, a release posted on Wells Fargo's website said.

“After a smooth transition, we’re excited to have the state-of-the-art technology and growth services that distinguish First Clearing,” Hilliard Lyons CEO James Allen said in the release. “Hilliard Lyons’ Financial Consultants can now avail themselves of a single sign-on, fully integrated platform with an expanded array of planning and reporting services, to serve their clients’ needs at the highest level. With resources and capabilities like these, we believe we can better serve our clients.”

Hilliard Lyons has over 70 offices throughout the Midwest and Southeast and plans to expand its operations in the coming years. It prides itself on its specialties, which include planning for business succession, trusts and estates and retirement, the release said.

“We’re delighted that our relationship with Hilliard Lyons is such a good match – in culture and expertise as well as in our guiding principles,” First Clearing President John Peluso Jr. said is the posting. “We look forward to further empowering this distinguished firm as it continues its long tradition of advising clients with distinction.”
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Organizations in this story

Hilliard Lyons 334 Beechwood Rd Fort Mitchell, KY 41017

Wells Fargo 435 S Main St Lumberton, TX 77657