Kam-lin K. Hill

PROFESSIONAL FINANCIAL

Pittsford, NY 14534-3827

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CRD#: 4645967

Professional summary

Kam-lin Kok Hill, CFP®, ChFC®, who also goes by Katherine Hill, Kam-lin Kok, is a registered financial advisor currently at PROFESSIONAL FINANCIAL located in Pittsford, New York.

Kam-lin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kam-lin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katherine Hill | Kam-Lin Kok

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.

Name: Professional Financial Solutions LLC; Investment related: No; Address: 1159 Pittsford-Victor Rd, Suite 115, PO Box 1010, Pittsford, NY; Nature of business: Insurance management & benefit consulting services; Position: Sole Proprietor; Start Date: July 2003; 2 hour/year, 0 during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kam-lin Kok Hill's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

ChFC^®

Chartered Financial Consultant

Experience

Current

May 20, 2021 - Present

PROFESSIONAL FINANCIAL

Office #1: 1159 Pittsford-victor Rd Suite 120, Pittsford, NY 14534-3827

RIA

CRD#: 125580

Pittsford, NY

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".

PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL | PROFESSIONAL FINANCIAL STRATEGIES, INC

CRD#: 125580 / SEC#: 801-107130

RIA

Registered Investment Advisory firm - (1/12/2016 Approved)

New York

Registered Investment Advisory firm - (1/15/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(5/20/2021)

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

Current Firm

PROFESSIONAL FINANCIAL

PROFESSIONAL FINANCIAL | PROFESSIONAL FINANCIAL STRATEGIES, INC

CRD#: 125580 / SEC#: 801-107130

RIA

Registered Investment Advisory firm - (1/12/2016 Approved)

New York

Registered Investment Advisory firm - (1/15/2016 Terminated)

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Contact information

Main Address

1159 Pittsford-victor Rd Suite 120, Pittsford, NY 14534-3827

Mailing Address

P.o. Box 999, Pittsford, NY 14534-0999

Phone number

(585) 218-9080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & PART 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	483
AUM (Assets Under Management)	$ 205,997,246

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Kam-lin K. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kam-lin Kok Hill's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFESSIONAL FINANCIAL

Primary Firm SEC Registration

PROFESSIONAL FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

PROFESSIONAL FINANCIAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL FINANCIAL

TRUST BUT VERIFY

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