Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hill is a financial advisor at Independent Financial Group, LLC. Robert has over 30 years of experience in the financial services industry and holds Series 6, 7, 63, and 66 licenses. Robert has worked with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert offers a variety of financial services including financial planning, portfolio management, and investment advisory services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/09/2007 - Present
Independent Financial Group, LLC (SAN Juan Capistrano CA)
CA
10/31/2005 - 01/10/2007
AIG FINANCIAL ADVISORS, INC. (LAGUNA HILLS CA)
AZ
10/02/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
06/10/1985 - 09/28/2000
J K R & COMPANY, INC. (VAN NUYS CA)
NA
11/02/1983 - 08/12/1985
ALL SERVICES FINANCIAL CENTER
BOTH
Issued 12/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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