Daniel
Hill

Securities America Advisors, Inc

CRD#5039129
Investment Advisor
in Sheboygan, WI

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About this Advisor

Daniel Hill is an investment advisor in Sheboygan, Wisconsin. Currently a registered investment advisor at Securities America Advisors, Inc, Hill has 10 years of practice in the financial advisory industry. Hill maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Hill is registered to advise investors based out of Wisconsin. Hill has gained experience at Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is based out of Sheboygan, Wisconsin, and has 1,271 other locations in the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and employs more than 1,989 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc provides 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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, Others

Disclosures

No

Office Location

2526 N. 8Th St.
Sheboygan, WI 53083

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

WI Average: $1,978,216,465
Total Number of Employees

1,989

WI Average: 226
Total Number of Accounts

184,356

WI Average: 7,467
Average Account Size

$157,439

WI Average: $264,928

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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

Daniel Hill Work History

Daniel has 10 years of experience.

2010 - Present (12 years)

Securities America Inc

2010 - Present (12 years)

Securities America Advisors

Disclosures

Daniel Hill has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Samuel Dechtman
Englewood, CO
Corey Myers
Charlotte, NC
David Mann
Fargo, ND
Mark Larson
Lincoln, NE
Jeremy Jones
Roscoe, IL
Frances Mckay
Peoria, IL
John Campbell
Claremont, CA
Elizabeth Gamez
Wrightwood, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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