Evan A. Hill

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CRD#: 2824718

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.

Evan Arthur Hill was a registered financial professional .

Evan is a previously registered financial professional and started their career in finance in 1996. Evan had worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

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

September 24, 2008 - December 4, 2017

HARBOUR INVESTMENT MANAGEMENT L.L.C.

RIA

CRD#: 111166

EDMONDS, WA

Past

June 5, 2007 - August 15, 2008

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SEATTLE, WA

Past

April 26, 2007 - August 15, 2008

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

December 5, 1996 - July 1, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 5, 1996 - July 1, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

HARBOUR INVESTMENT MANAGEMENT L.L.C.

CRD#: 111166 / SEC#: 801-39540

RIA

Registered Investment Advisory firm - (7/24/1991 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.

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

State Security Law Exam

IAR

Series 66

Date: 6/4/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HARBOUR INVESTMENT MANAGEMENT L.L.C.

CRD#: 111166 / SEC#: 801-39540

RIA

Registered Investment Advisory firm - (7/24/1991 Approved)

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Contact information

Main Address

152 3rd Ave S Suite 103b, Edmonds, WA 98020-8442

Mailing Address

Phone number

(425) 742-1557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 470,591,159

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Evan A. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HARBOUR INVESTMENT MANAGEMENT L.L.C.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HARBOUR INVESTMENT MANAGEMENT L.L.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2007

Series 7

Date: 4/25/2007

Series 6

Date: 12/4/1996

Current Firm

HARBOUR INVESTMENT MANAGEMENT L.L.C.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARBOUR INVESTMENT MANAGEMENT L.L.C.

TRUST BUT VERIFY

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