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Joan Mary Hill

TGS Financial Advisors

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About Joan Mary Hill

Joan Mary Hill is an investment advisor representative at TGS Financial Advisors. Joan Mary Hill has been in the securities industry for over 20 years, beginning their career in 1996. They have held both securities and investment advisor licenses since 2007, focusing on financial planning, portfolio management for individuals and publishing periodicals. Joan Mary Hill holds a Series 7, 63 and 65 license. Joan Mary Hill has served clients at TGS Financial Advisors since 2007 and previously worked at Raymond James Financial Services, Inc.

Firm Information

Joan Hill is currently registered with TGS Financial Advisors. TGS Financial Advisors is a financial advisory firm based in RADNOR, PA. They offer a range of services, including financial planning, educational seminars, portfolio management for individuals, and selection of other advisers. They manage approximately $339,915,094 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. They also offer a wrap fee program.
TGS Financial Advisors

100 W. MATSONFORD ROAD

RADNOR, PA 19087

$339.92M

Assets Under Management

12

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Joan Hill’s Registration & Firm History

PA

06/20/2007 - Present

TGS Financial Advisors (RADNOR PA)

PA

08/12/1996 - 07/02/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 05/23/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joan Mary Hill.
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