Lawrence
Bedard

D.H. Hill Advisors, Inc

CRD#2300509
Investment Advisor
in Kingwood, TX

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About this Advisor

Lawrence Bedard is a financial advisor based out of Kingwood, Texas with a total of 8 years of industry experience. Bedard is an advisor for D.H. Hill Advisors, Inc. Their career trajectory has included roles at Horter Investment Management, LLC, Capital Growth Corp, Meridian Financial Advisors, LLC, Fortune Financial Services, Inc, D.H. Hill Securities, Lllp and D.H. Hill Advisors, Inc. Bedard maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Louisiana. D.H. Hill Advisors, Inc is an advisory company that has its headquarters in Kingwood, TX. The company has offices in 18 locations and a total of 22 financial advisors. It handles $187 million in assets under management between its 939 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 939 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. D.H. Hill Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services provided. However, fees billed by D.H. Hill Advisors, Inc can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 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

1543 Green Oak Place Suite 100
Kingwood, TX 77339

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D.H. Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$186,560,362

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

22

TX Average: 49
Total Number of Accounts

939

TX Average: 2,315
Average Account Size

$198,680

TX 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

Lawrence Bedard Work History

Lawrence has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

D.H. Hill Securities, Lllp

2015 - Present (9 years)

D.H. Hill Advisors, Inc

2013 - Present (11 years)

Horter Investment Management, LLC

1989 - Present (35 years)

Capital Growth Corp

2013 - 2013 (< 1 year)

Fortune Financial Services, Inc

2004 - 2013 (9 years)

Meridian Financial Advisors, LLC

*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 Lawrence Bedard 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
George Phelps
Wayne, NE

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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