Daniel Robert Hill
AIF®, CFP®Professional Summary
Daniel Robert Hill, AIF®, CFP®, who also goes by Dan Robert Hill, Danny Robert Hill, is a registered financial advisor currently at HILL WEALTH STRATEGIES located in Richmond, Virginia and PAUL WINKLER, INC. located in Columbia, Tennessee. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Robert Hill, Danny Robert Hill
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC
Contact Information
Main Address
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072Phone Number
(615) 851-1950# of Employees
22SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,459AUM (Assets Under Management)
$1,275,401,856Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC
State Registrations and Notice Filings
(11/7/2019)
(1/31/2022)
(4/19/2024)
(2/5/2026)
(4/19/2024)
(4/19/2024)
(4/19/2024)
(4/19/2024)
(2/14/2013)
(4/19/2024)
(2/20/2009)
(4/19/2024)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1999About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Robert Hill's CRS (Customer Relationship Summary).
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