FI
FI

Francisco Retana Ibarra

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

600 B Street, Suite 300, San Diego, CA, 92101

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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

Francisco works as a site manager for Cal Pro Management, Inc. and as a bartender for Marriott International Inc., dedicating minimal time to each. Francisco also owns an insurance agency, spending nearly full-time soliciting insurance.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
June 2018 - Present · 7 yrs 8 mos
D.H. Hill Securities, Lllp
June 2018 - Present · 7 yrs 8 mos
D.H. Hill Securities, LllpBroker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Sleeve Financial, INC.
September 2017 - July 2018 · 10 mos
AXA Advisors, LLC
March 2016 - June 2016 · 3 mos
AXA Advisors, LLCBroker
November 2015 - June 2016 · 7 mos
Adamson Brothers INC.Broker
October 2004 - February 2005 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.