Unclaimed
Tristan Andrew Hill is an active investment advisor representative with LPL Financial LLC. Tristan has been in the industry since 2017 and is registered with the state of Pennsylvania as well as several others. Tristan’s prior experience includes roles at CUNA Brokerage Services, Inc., Santander Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tristan is also registered as an investment advisor representative in Pennsylvania. Tristan Andrew Hill’s areas of specialization include Retirement Planning, College Savings, Estate Planning, and Insurance Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/18/2022 - Present
LPL Financial LLC (LANCASTER PA)
PA
12/11/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LANCASTER PA)
PA
03/27/2019 - 12/07/2020
SANTANDER SECURITIES LLC (LANCASTER PA)
PA
01/08/2018 - 02/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
PA
07/28/2017 - 12/07/2017
SANTANDER SECURITIES LLC (LITITZ PA)
IA
Issued 04/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tristan Hill is the right advisor for you? Invested Better is here to help.