Daniel Hill (CRD# 3188300) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 25 years of experience in the finance industry. Daniel 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.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul Winkler, Inc. | Goodlettsville, TN | Feb 2013 - Current | 11 |
| D.r. Hill Wealth Strategies, Llc Dba Hill Wealth Strategies | Richmond, VA | Dec 2008 - Current | 15 |
| D.r. Hill & Associates, Inc. | Richmond, VA | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- AL
- AR
- CA
- IL
- IN
- KY
- NC
- TN
- TX
- WI
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Total Assets Under Management284MILLIONS
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Total Number of Accounts1,492ACCOUNTS
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Average Account Value$190,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, ME, MI, MO, MS, NC, NE, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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