David
Hill
Lnw
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About this Advisor
David Hill is a financial advisor based in Exton, Pennsylvania, working with Lnw. David has previously held positions at Jefferies & Company, Inc, Miller Investment Management, Lp, Legacy Advisors, LLC, M Holdings Securities, Inc, Yieldx Securities, LLC, Yieldx Advisers, LLC, and Lnw Wealth Management, LLC. David has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Washington. Currently, David is part of Lnw, which operates out of Exton, Pennsylvania. The firm has 4 offices and 96 employees. The firm manages assets totaling $4.6 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 pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lnw Brokerage Details
$4,633,920,693
96
2,613
$1,773,410
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
David Hill Work History
Lnw Wealth Management, LLC
Yieldx Securities, LLC
Yieldx Advisers, LLC
Legacy Advisors, LLC
M Holdings Securities, Inc
Miller Investment Management, Lp
Jefferies & Company, Inc
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.
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