David B. Hill
Professional summary
David Bart Hill, CFP® is a registered financial advisor currently at DIAMOND WEALTH MANAGEMENT, LLC located in Alpine, Utah.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Bart Hill's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
June 19, 2017 - Present
DIAMOND WEALTH MANAGEMENT, LLC
Office #1: 40 W. Main Street Court Suite 250e, Alpine, UT 84004June 16, 2014 - May 19, 2017
CAPITAL GUARDIAN, LLC
March 25, 2013 - May 19, 2017
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
April 23, 2012 - June 28, 2012
FORTIUS WEALTH MANAGEMENT LLC
March 21, 2011 - April 13, 2012
WADDELL & REED
March 18, 2011 - April 13, 2012
WADDELL & REED
January 4, 2000 - March 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 9, 1999 - March 22, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
DIAMOND WEALTH MANAGEMENT, LLC
CRD#: 288603 / SEC#: 801-110663
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/19/2017)
(6/19/2017)
(6/20/2017)
Exams
Current Firm
DIAMOND WEALTH MANAGEMENT, LLC
CRD#: 288603 / SEC#: 801-110663
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 510 |
| AUM (Assets Under Management) | $ 183,472,016 |
Red Flags
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