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FH

Franklin A. Hill

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CRD#: 2583192
FH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Franklin Alfonso Romero Hill, who also goes by Franklin Romero Hill, was a registered financial professional .

Franklin is a previously registered financial professional and started their career in finance in 1995. Franklin had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Franklin Romero Hill

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 13, 2018 - January 5, 2021

TCFG INVESTMENT ADVISORS, LLC

RIA
CRD#: 166606
Centreville, VA
Past

April 12, 2018 - December 31, 2020

TCFG WEALTH MANAGEMENT, LLC

BD
CRD#: 164153
LAGUNA NIGUEL, CA
Past

September 19, 2016 - October 2, 2017

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
STERLING, VA
Past

August 26, 2014 - October 2, 2017

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
STERLING, VA
Past

July 17, 2014 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
STERLING, VA
Past

January 14, 2009 - July 24, 2014

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
OAKTON, VA
Past

January 14, 2009 - July 24, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
OAKTON, VA
Past

June 19, 2008 - January 7, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
FALLS CHURCH, VA
Past

May 2, 2008 - January 7, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
FALLS CHURCH, VA
Past

April 11, 2002 - May 6, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
VIENNA, VA
Past

October 1, 1999 - May 6, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
VIENNA, VA
Past

January 4, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

March 1, 1995 - December 19, 1997

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY

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".
TI
TCFG INVESTMENT ADVISORS, LLC
TCFG INVESTMENT ADVISORS, LLC | TCFG WEALTH MANAGEMENT, LLC

CRD#: 166606 / SEC#: 801-77596

RIA
Registered Investment Advisory firm - (2/9/2013 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/8/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 7/5/2008
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


TI
TCFG INVESTMENT ADVISORS, LLC
TCFG INVESTMENT ADVISORS, LLC | TCFG WEALTH MANAGEMENT, LLC

CRD#: 166606 / SEC#: 801-77596

RIA
Registered Investment Advisory firm - (2/9/2013 Approved)
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Contact information


Main Address
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677
Mailing Address
Phone number
(949) 365-5830
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (44 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCFG IA PART IIA BROCHURE - JUNE 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts2,344
AUM (Assets Under Management)$ 575,111,609

Red Flags


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.

Company Information


TCFG INVESTMENT ADVISORS, LLC

CRD#: 166606

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