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Francisco Retana Ibarra

D.h. Hill Advisors, Inc.

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About Francisco Retana Ibarra

Francisco Ibarra is a financial advisor at D.h. Hill Advisors, Inc. Francisco is registered in California and has been working in the financial industry since 2016. He has a Series 66, Series 7 and SIE license. Francisco is a licensed agent and investment advisor representative and has extensive experience in the financial industry, working previously with AXA Advisors, LLC. Francisco provides advisory services in the areas of financial planning, pension consulting, and portfolio management. He also has experience working with high-net-worth individuals and corporations.

Firm Information

Francisco Ibarra is currently registered with D.h. Hill Advisors, Inc.. D.h. Hill Advisors, Inc. is a Registered Investment Advisor based in KINGWOOD, TX. They manage approximately $173,468,102 in assets for 837 clients and offer a wide range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They specialize in serving high-net-worth individuals, other individuals, and 401(k) clients.
D.h. Hill Advisors, Inc.

1543 GREEN OAK PLACE

KINGWOOD, TX 77339

$173.47M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets from third party investment advisers

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Francisco Ibarra’s Registration & Firm History

CA

06/20/2018 - Present

D.h. Hill Advisors, Inc. (San Diego CA)

CA

11/10/2015 - 06/21/2016

AXA ADVISORS, LLC (SAN DIEGO CA)

NJ

10/06/2004 - 02/09/2005

ADAMSON BROTHERS INC. (ROCHELLE PARK NJ)

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Licenses & Designations

BOTH

Issued 01/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Retana Ibarra.
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