DH
CFP
DH
CFP

David Bart Hill

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$544K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$250K
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Location

40 W. Main Street Court, Suite 250E, Alpine, UT, 84004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a member and insurance agent at Silverhill Life, LLC since February 2018, and an independent insurance agent since March 2011. Both activities involve insurance sales and services.

Employment History
Current Registrations
Diamond Wealth Management, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Capital Guardian, LLCBroker
June 2014 - May 2017 · 2 yrs 11 mos
Capital Guardian Wealth Management, LLC
March 2013 - May 2017 · 4 yrs 2 mos
Fortius Wealth Management LLC
April 2012 - June 2012 · 2 mos
Waddell & Reed, INC.
March 2011 - April 2012 · 1 yr 1 mo
Waddell & Reed, INC.Broker
March 2011 - April 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - March 2011 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - March 2011 · 11 yrs 4 mos
State Registrations3 states
COTXUT
Advisor
Exams
No exam information available for this advisor.