Unclaimed
Wayne Speed Hill is a registered investment advisor representative with Lion Street Advisors, LLC, located in Austin, TX. Wayne has been in the financial services industry since 2003. Prior to joining Lion Street Advisors, LLC, Wayne was employed at J.P. MORGAN SECURITIES LLC and First Republic Securities Company, LLC. Wayne has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Principal Examination, and the Securities Industry Essentials Examination. Wayne specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/22/2024 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CA
09/29/2023 - 08/12/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
02/01/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
03/13/2020 - 02/10/2022
LION STREET FINANCIAL, LLC (San Ramon CA)
CO
12/07/2018 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
11/14/2003 - 09/13/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALNUT CREEK CA)
NY
12/02/2002 - 06/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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