Joseph Hill, financial advisor Annapolis MD

Joseph Hill

CRD Number: 6728446
Current Firm: Foundation Wealth & Tax Advisors, LLC

Joseph Hill (CRD# 6728446) is an Investment Advisor Representative working at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD and has 1 year of experience in the finance industry. Joseph Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Foundation Wealth & Tax Advisors, LLC Edgewater, MD Mar 2022 - Current 2
Joseph Hill & Associates Edgewater, MD Jan 2018 - Current 6
Joseph Hill & Associates Gambrills, MD Nov 2016 - Current 7
Bestgate Wealth Advisors, LLC Edgewater, MD May 2019 - Oct 2022 3
Foundation Wealth & Tax Advisors, LLC Edgewater, MD Sep 2021 - Mar 2022 < 1
Court Place Advisors, LLC Ellicott City, MD Jan 2017 - Jan 2019 2
Rcn & Associates Edgewater, MD Nov 2016 - Dec 2017 1
Cohen & Burnett Pc Mclean, VA Aug 2014 - Oct 2016 2
Bwfa, Inc. Columbia, MD Aug 2012 - Jul 2014 1

Joseph Hill has no recent exams reported.
Contact Info for Joseph T. Hill
Phone Number: 1-888-354-5899
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $197,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD, NC, SC, VA

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