William B. Shorthill
Professional summary
William Brian Shorthill, CFP®, who also goes by Bill Shorthill, is a registered financial advisor currently at BEACON HILL INVESTMENT ADVISORY, LLC located in Dublin, Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Brian Shorthill's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
July 18, 2012 - Present
BEACON HILL INVESTMENT ADVISORY, LLC
Office #1: 6000 Venture Drive Suite B, Dublin, OH 43017July 18, 2012 - December 31, 2020
BEACON HILL INVESTMENT ADVISORY, LLC
October 30, 2008 - December 7, 2012
W.B. SHORTHILL & ASSOCIATES, LLC
October 6, 1997 - June 21, 2012
OSAIC WEALTH, INC.
February 9, 1996 - October 7, 1997
IFG NETWORK SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2012)
Exams
Current Firm
BEACON HILL INVESTMENT ADVISORY, LLC
CRD#: 148463 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 294 |
| AUM (Assets Under Management) | $ 81,213,286 |
Red Flags
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