Featured Business Financial Advisor in Richmond, VA
Richmond Financial Advisors
D. R. Hill Wealth Strategies, LLC
10800 Midlothian Turnpike, Suite 154
Richmond, VA 23235
(804) 897-3919
“The Investor Coach of Virginia®”
Advisor Profile
Daniel R. Hill, CFP®, AIF®
Name:  Daniel R. Hill, CFP®, AIF®
Phone Number:  (804) 897-3919
Website:  Visit Website

About D. R. Hill Wealth Strategies, LLC

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, D. R. Hill Wealth Strategies, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.
 

General Information

States Willing to do Business in:    All 50 States
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    592692
Number of Years with Current Firm:    10
Name of Custodial Firm:    Charles Schwab
States Licensed in:    VA
Firm CRD#:    149511
CRD#:    3188300
Gender:    Male
Years of Experience in Financial Services:    21
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
 
 
 
 
 
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