Charles
Borden

D.H. Hill Advisors, Inc

CRD#2130617
Investment Advisor
in Burlington, NJ

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About this Advisor

Charles Borden is a certified financial planner operating in Burlington, New Jersey with a total of 2 years of relevant experience. Borden is an advisor for D.H. Hill Advisors, Inc. The advisor has gained experience at Bcg Securities, Inc, Charles Borden Cpa, Diversifies Financial Services Group. Inc, United Planners' Financial Services, Maple Shade - Moorestown Lodge #281 Of F. & A.M, Usa Financial Securities, D.H. Hill Securities, Lllp and D.H. Hill Advisors, Inc. Borden has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. D.H. Hill Advisors, Inc is a business based out of Kingwood, TX. The firm has offices in 18 locations and a total of 22 financial advisors. It manages $187 million in assets under management between its 939 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 939 accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. D.H. Hill Advisors, Inc performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by D.H. Hill Advisors, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

607 Taylor Ave
Burlington, NJ 08016

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D.H. Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$186,560,362

NJ Average: $3,042,739,679
Total Number of Employees

22

NJ Average: 49
Total Number of Accounts

939

NJ Average: 2,315
Average Account Size

$198,680

NJ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Charles Borden Work History

Charles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

D.H. Hill Advisors, Inc

2019 - Present (5 years)

D.H. Hill Securities, Lllp

2002 - Present (22 years)

Diversifies Financial Services Group. Inc

1997 - Present (27 years)

Maple Shade - Moorestown Lodge #281 Of F. & A.M

1989 - Present (35 years)

Charles Borden Cpa

2017 - 2019 (2 years)

Usa Financial Securities

2014 - 2016 (2 years)

United Planners' Financial Services

2006 - 2014 (8 years)

Bcg Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Borden 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 D.H. Hill Advisors, Inc

Gary Spitz
Fairfield, IA
John Brickhouse
Richardson, TX
Taylor Hodges
Tyler, TX
Joel Barjenbruch
Kingwood, TX
Brian Hagen
Montgomery, TX
Noor Amirali
Kingwood, TX
Philip Hamilton
Kingwood, TX
Robert Dechick
Clermont, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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