Hayden G. Hill
BENTOAK CAPITAL
Weatherford, TX 76086
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CRD#: 6656223
Professional summary
Hayden Guy Hill, CFP® is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.
Hayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Hayden has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.) 09/23/2021 - Texas Tech University Personal Financial Planning Alumni Advisory Board - Not Investment Related - Non-Profit Board Member - 2 hours per month during trading hours; 2 hours/month outside trading hours. 2.) 1/03/2022 - PR3S Properties, LLC - Not Investment Related - 168Melbourne Drive Willow Park Texas 76087 USA; - Real estate business. Investing in real estate by renting/flipping residential or commercial property.; Position Title: Partner; - Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Responsibilities Duties: Helping manage and analyze the purchase of properties, provide capital to the business if needed, work with other partners on operations of the business, etc. ;
CRS (Client Relationship Summary) - RIA
Click below to view Hayden Guy 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: 2018
Experience
Current
April 5, 2019 - Present
BENTOAK CAPITAL
Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086RIA
CRD#: 173563
Weatherford, TX
Past
April 2, 2018 - December 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WEATHERFORD, TX
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".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)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
Texas(4/5/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
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Company Information
BENTOAK CAPITAL
CRD#: 173563Weatherford, TX 76086TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
