Russell Thomas Hill
CFP®Professional Summary
Russell Thomas Hill, CFP® is a registered financial advisor currently at HALBERT HARGROVE located in Long Beach, California. Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Russell has worked at 2 firms and has passed the Series 63, Series 1, F04 and Series 00 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
56 years in the financial services industry
Current & Past Employments
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
Contact Information
Main Address
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908Mailing Address
P.o. Box 1070, Long Beach, CA 90801-9931Phone Number
(562) 435-5657# of Employees
52SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,932AUM (Assets Under Management)
$4,203,912,885Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
State Registrations and Notice Filings
(6/19/1989)
(6/11/2002)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Feb 1970F04 — Financial Principal Examination
Passed Mar 1974Series 00 — General Securities Principal Examination
Passed Jan 1974Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Russell Thomas Hill's CRS (Customer Relationship Summary).
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
