Ian Hill (CRD# 6466944) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 4 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastedge Partners, LLC | La Jolla, CA | Sep 2021 - Current | 2 |
| Allianz Global Investors Us LLC | San Diego, CA | Feb 2019 - Current | 5 |
| Meketa Investment Group | Carlsbad, CA | Nov 2016 - Feb 2019 | 2 |
| Barrel Republic | San Diego, CA | Sep 2016 - Nov 2016 | < 1 |
| Global Packaging And Design | Sacramento, CA | Sep 2015 - Jul 2016 | < 1 |
| Rack N Road | Sacramento, CA | Mar 2015 - Sep 2015 | < 1 |
| Crunch Fitness | Sacramento, CA | May 2015 - Aug 2015 | < 1 |
| Jack's Urban Eats | Sacramento, CA | May 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
- TX
-
Total Assets Under Management1,650MILLIONS
-
Total Number of Accounts1,070ACCOUNTS
-
Average Account Value$1,542,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, MN, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.