DH
Daniel R. Hill
HILL WEALTH STRATEGIES
Richmond, VA 23235
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CRD#: 3188300
DH
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Robert Hill | Danny Robert 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.
1) D.R. HILL & ASSOCIATES, INC.; NON-INVESTMENT RELATED; RICHMOND, VA; FIXED INSURANCE SERVICES; PRESIDENT ADN INSURANCE AGENT; 04/2006; 2) PRUDENT INVESTOR WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, RICHMOND, VA, INVESTMENT ADVISORY SERVICES, MANAGING MEMBER 12/2008 80 HOURS/MONTHLY 3) D.R. HILL WEALTH STRATEGIES, LLC dba HILL WEALTH STRATEGIES, INVESTMENT RELATED, RICHMOND, VA, INDEPENDENT RIA, MANAGING MEMBER 4) FRIEDEN AGENCY; NON INVESTMENT RELATED SERVICES; VIRGINIA BEACH; VA; HEALTH INSURANCE; BROKER; 11/1998; APPROX. 8 HRS/MO SPENT IN THIS BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Robert 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®
CFP®
Start date: 2002
Experience
Current
February 20, 2009 - Present
HILL WEALTH STRATEGIES
Office #1: 10800 Midlothian Turnpike Suite 154, Richmond, VA 23235RIA
CRD#: 149511
Richmond, VA
Current
February 14, 2013 - Present
PAUL WINKLER, INC.
Office #1: 230 E. James M. Campbell Blvd., Suite 105, Columbia, TN 37073Office #2: 725 Cool Springs Blvd., Suite 600, Franklin, TN 37067RIA
CRD#: 119342
Columbia, TN
Past
April 10, 2006 - December 19, 2008
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
RICHMOND, VA
Past
April 3, 2006 - December 19, 2008
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
RICHMOND, VA
Past
August 30, 2004 - April 4, 2006
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
WILLIAMBURG, VA
Past
August 30, 2004 - April 4, 2006
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
February 16, 2000 - August 27, 2004
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
NEWPORT NEWS, VA
Past
February 23, 1999 - August 27, 2004
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
PW
PAUL WINKLER, INC.
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC
CRD#: 119342 / SEC#: 801-128081
RIA
Registered Investment Advisory firm - (6/1/2023 Approved)Alabama
Registered Investment Advisory firm - (7/26/2023 Terminated)Arizona
Registered Investment Advisory firm - (7/26/2023 Terminated)Arkansas
Registered Investment Advisory firm - (7/26/2023 Terminated)California
Registered Investment Advisory firm - (8/25/2023 Terminated)Florida
Registered Investment Advisory firm - (7/26/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Indiana
Registered Investment Advisory firm - (7/26/2023 Terminated)Kentucky
Registered Investment Advisory firm - (7/26/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)Michigan
Registered Investment Advisory firm - (8/9/2023 Terminated)Mississippi
Registered Investment Advisory firm - (7/26/2023 Terminated)North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)Ohio
Registered Investment Advisory firm - (7/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/27/2023 Terminated)Texas
Registered Investment Advisory firm - (7/26/2023 Terminated)Virginia
Registered Investment Advisory firm - (7/26/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (7/26/2023 Terminated)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
Alabama(11/7/2019)
IAR
Arkansas(1/31/2022)
IAR
California(4/19/2024)
IAR
Illinois(4/19/2024)
IAR
Indiana(4/19/2024)
IAR
Kentucky(4/19/2024)
IAR
North Carolina(4/19/2024)
IAR
Tennessee(2/14/2013)
IAR
Texas(4/19/2024)
IAR
Virginia(2/20/2009)
IAR
Wisconsin(4/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PAUL WINKLER, INC.
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC
CRD#: 119342 / SEC#: 801-128081
RIA
Registered Investment Advisory firm - (6/1/2023 Approved)Alabama
Registered Investment Advisory firm - (7/26/2023 Terminated)Arizona
Registered Investment Advisory firm - (7/26/2023 Terminated)Arkansas
Registered Investment Advisory firm - (7/26/2023 Terminated)California
Registered Investment Advisory firm - (8/25/2023 Terminated)Florida
Registered Investment Advisory firm - (7/26/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Indiana
Registered Investment Advisory firm - (7/26/2023 Terminated)Kentucky
Registered Investment Advisory firm - (7/26/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)Michigan
Registered Investment Advisory firm - (8/9/2023 Terminated)Mississippi
Registered Investment Advisory firm - (7/26/2023 Terminated)North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)Ohio
Registered Investment Advisory firm - (7/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (7/27/2023 Terminated)Texas
Registered Investment Advisory firm - (7/26/2023 Terminated)Virginia
Registered Investment Advisory firm - (7/26/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (7/26/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072
Mailing Address
Phone number
(615) 851-1950
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,559 |
| AUM (Assets Under Management) | $ 1,168,234,280 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PAUL WINKLER, INC.
CRD#: 119342Richmond, VA 23235TRUST BUT VERIFY
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