David
Hill

Commonwealth Financial Network

CRD#3160063
Investment Advisor
in Valparaiso, IN

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About this Advisor

David Hill is a financial advisor based in Valparaiso, Indiana, working with Commonwealth Financial Network. David has previously held positions at Wells Fargo Advisors Financial Network LLC, Brightway Wealth Management, LLC, and Commonwealth Financial Network. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Indiana. Currently, David is part of Commonwealth Financial Network, which operates out of Valparaiso, Indiana. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2611 East Chicago Street Suite A
Valparaiso, IN 46383

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

IN Average: $16,012,751,954
Total Number of Employees

4,500

IN Average: 118
Total Number of Accounts

623,075

IN Average: 4,567
Average Account Size

$284,126

IN Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Hill Work History

2022 - Present (2 years)

Commonwealth Financial Network

2019 - Present (5 years)

Brightway Wealth Management, LLC

2009 - 2022 (13 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Please visit the SEC profile of David Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Derenig Kostikian
Waltham, MA
Roan Sullivan
Old Saybrook, CT
Renee Bilodeau
Glastonbury, CT
Michael Williams
Dallas, TX
Constance King
Plymouth Meeting, PA
Ryan Sokolowski
Ludlow, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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