Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Hill is an investment advisor representative registered with LNW Wealth Management, LLC, based in Seattle, WA. David has been in the financial services industry since 2011, and has experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. David has a strong academic background, holding the Chartered Financial Analyst designation. He is also a licensed investment advisor representative in both Pennsylvania and Washington. Previous to joining LNW, David worked for firms such as YieldX Securities, LLC, M HOLDINGS SECURITIES, INC., and Jefferies LLC. He has a proven track record of success in providing financial advice and managing investment portfolios.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/09/2022 - Present
LNW (Exton PA)
NY
03/08/2022 - 05/27/2022
YIELDX SECURITIES (Manhasset NY)
PA
05/11/2018 - 03/03/2022
M HOLDINGS SECURITIES, INC. (PLYMOUTH MEETING PA)
NY
05/02/2012 - 04/09/2015
JEFFERIES LLC (NEW YORK NY)
NJ
05/17/2011 - 04/24/2012
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
PA
02/25/2011 - 05/13/2011
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Hill is the right advisor for you? Invested Better is here to help.
