Octavia Dunlap Hill
Professional Summary
Octavia Dunlap Hill, who also goes by Octavia Nicole Dunlap, Octavia Dunlap, Octavia Dunlap Hill, Octavia Hill, was a registered financial advisor. Octavia was a previously registered financial professional and started their career in finance 2016 - 2026. Octavia had worked at 5 firms and has passed the Series 63, SIE 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
Octavia Nicole Dunlap, Octavia Dunlap, Octavia Dunlap Hill, Octavia Hill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
10 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.
Contact Information
Main Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135Mailing Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135Phone Number
(800) 796-3872Established
Washington since 08/24/1967Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SYMETRA FINANCIAL CORPORATION | OWNER | — |
| BOWEN, LACY CHEREE | CHIEF COMPLIANCE OFFICER | 5570690 |
| DIMITRI, DAVID MICHAEL | SECRETARY | 4806001 |
| DOW, SHANEN LYNN | ASSISTANT TREASURER, VICE PRESIDENT | 7676848 |
| ELLIS, COURTNEY LYNN | CHIEF OPERATING OFFICER | 5460601 |
| FARRELL, ANDREW MICHAEL | PRESIDENT, DIRECTOR | 4463467 |
| FIECHTNER, KELLI L | DIRECTOR | 3061482 |
| HANSON, COLLEEN | AVP, FINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, TREASURER, CFO | 7271134 |
| MILLER, CHAD C | DIRECTOR | 8262915 |
| NORBERG, KRISTIN ROUST | VICE PRESIDENT | 7033021 |
| OBERDECK, ANDREW A | ASSISTANT SECRETARY | 8015633 |
| OTTO, JOSEPHINE R | ASSISTANT SECRETARY | 8015301 |
| RABIN, KEVIN WILLIAM | DIRECTOR | 7033042 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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