David Hill (CRD# 5538814) is an Investment Advisor Representative working at Lnw in Exton, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laird Norton Wealth Management | Seattle, WA | Aug 2022 - Current | 1 |
| Yieldx Securities, LLC | Exton, PA | Mar 2022 - Aug 2022 | < 1 |
| Yieldx Advisers, LLC | Exton, PA | Mar 2022 - Aug 2022 | < 1 |
| Legacy Advisors, LLC | Plymouth Meeting, PA | Apr 2018 - Mar 2022 | 3 |
| M Holdings Securities, Inc. | Portland, OR | Apr 2018 - Mar 2022 | 3 |
| Miller Investment Management, LP | W Conshohocken, PA | Apr 2015 - Apr 2018 | 3 |
| Jefferies & Company, Inc. | New York, NY | May 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- PA
- WA
-
Total Assets Under Management4,634MILLIONS
-
Total Number of Accounts2,613ACCOUNTS
-
Average Account Value$1,773,410
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
AK, AZ, CA, CO, ID, MA, MI, NY, OR, PA, TX, UT, WA
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