TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
CH
CH
Crystal Ann Hill
Usi Advisors
8 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Usi Advisors
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B
Fee Structure
Financial Planning:
Investment management only
Loading...
Location
900 South Gay Street, Suite 1796, Knoxville, TN, 37902
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
January 2025
Pending
Financial
November 2024
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Usi Advisors
June 2020 - Present · 5 yrs 8 mos
Usi Securities, INC.
Broker
April 2017 - Present · 8 yrs 10 mos
State Registrations
1 state
TN
Advisor
Broker
Both
Exams
No exam information available for this advisor.