RH
Russell T. Hill
HALBERT HARGROVE
LONG BEACH, CA 90802
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CRD#: 245988
RH
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HALBERT HARGROVE/RUSSELL LLC. THE BUSINESS IS INVESTMENT RELATED. LOCATED AT 111 W OCEAN BLVD SUITE 2300, LONG BEACH CA 90802.THE FIRM IS A REGISTERED INVESTMENT ADVISOR. POSITION-PRESIDENT, CHIEF COMPLIANCE OFFICER,INVESTMENT COUNSELOR. 06/01/90. HOURS MONTHY 139. TRADING HOURS 117. PROVIDING WEALTH MANAGEMENT SERVICES TO CLIENTS,PROSPECTING, SUPERVISOR, COMPLIANCE AND MANAGEMENT DECISIONS FOR THE ENTIRE COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Russell Thomas Hill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 19, 1989 - Present
HALBERT HARGROVE
Office #1: 111 W. Ocean Blvd. Suite 2300, Long Beach, CA 90802RIA
CRD#: 105515
LONG BEACH, CA
Past
February 11, 1970 - February 14, 2011
HALBERT, HARGROVE & CO.
BD
CRD#: 2112
LONG BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
RIA
Registered Investment Advisory firm - (10/13/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/19/1989)
IAR
Colorado(6/11/2002)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 2/2/1970
Registered Representative ExaminationPrincipal/Supervisory Exam
RR
F04
Date: 3/11/1974
Financial Principal ExaminationPrincipal/Supervisory Exam
RR
Series 00
Date: 1/7/1974
General Securities Principal ExaminationCurrent Firm
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
RIA
Registered Investment Advisory firm - (10/13/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
Mailing Address
P.o. Box 1070, Long Beach, CA 90801-9931
Phone number
(562) 435-5657
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,671 |
| AUM (Assets Under Management) | $ 3,516,418,609 |
Red Flags
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