AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DH

David C. Hill

Some features on this profile are disabled
CRD#: 818407
DH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Charles Hill, who also goes by Dave Hill, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1976. David had worked at 26 firms and has passed the Series 65, Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave 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.
INDEPENDENT INSURANCE AGENT; SINCE 08/20/2014; Ft Myers, FL 33905; Offer current clients and potential new clients products like Cancer Ins., Hospital Confinement Indemnity, Personal Accident Indemnity and perhaps others as a prospecting method and getting added commitment from my clients; 5-10 HOURS SPENT ON ACTIVITY PER MONTH, 1-2 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS Also sells life and annuities through Hill Financial Services Seminar Presenter for College Planning

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 8, 2019 - February 28, 2025

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Ft Myers, FL
Past

March 7, 2018 - March 5, 2019

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
Port Orange, FL
Past

January 14, 2014 - December 1, 2017

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
PORT ORANGE, FL
Past

January 7, 2014 - December 1, 2017

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
PORT ORANGE, FL
Past

July 18, 2011 - January 24, 2014

NBC SECURITIES, INC.

RIA
CRD#: 17870
PORT ORANGE, FL
Past

July 12, 2011 - January 24, 2014

NBC SECURITIES, INC.

BD
CRD#: 17870
PORT ORANGE, FL
Past

November 9, 2009 - July 12, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
DAYTONA BEACH, FL
Past

November 3, 2009 - July 12, 2011

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
DAYTONA BEACH, FL
Past

June 19, 2007 - October 29, 2009

COLONIAL ASSET MANAGEMENT INC

RIA
CRD#: 108950
DAYTONA, FL
Past

June 4, 2007 - October 30, 2009

COLONIAL BROKERAGE, INC.

BD
CRD#: 111668
DAYTONA BEACH, FL
Past

May 25, 2006 - November 2, 2006

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
MEMPHIS, TN
Past

May 23, 2006 - October 31, 2006

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
NAPLES, FL
Past

September 9, 2005 - June 5, 2006

MM ASCEND LIFE INVESTOR SERVICES, LLC

RIA
CRD#: 36451
LAS VEGAS, NV
Past

August 31, 1998 - June 5, 2006

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

April 22, 1998 - August 12, 1998

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

March 18, 1998 - April 22, 1998

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 30, 1997 - March 18, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

December 17, 1991 - April 25, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 19, 1989 - December 14, 1991

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

November 1, 1989 - January 1, 1990

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

June 30, 1989 - October 30, 1989

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

October 7, 1988 - July 10, 1989

PFG SECURITIES, INC.

BD
CRD#: 15401
Past

March 7, 1988 - October 17, 1988

PFS INVESTMENTS INC.

BD
CRD#: 10111
Past

November 8, 1983 - February 16, 1988

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
Past

June 19, 1983 - August 22, 1983

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

October 21, 1980 - October 28, 1985

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

January 4, 1979 - October 26, 1980

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

November 30, 1977 - May 10, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

February 20, 1976 - June 12, 1977

WADDELL & REED

BD
CRD#: 866

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
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010

RIA
Registered Investment Advisory firm - (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)
California
Registered Investment Advisory firm - (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/6/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/16/1976
Registered Representative Examination

Current Firm


BC
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC

CRD#: 141413 / SEC#: 801-68010

RIA
Registered Investment Advisory firm - (6/20/2007 Approved)
Arizona
Registered Investment Advisory firm - (6/25/2007 Terminated)
Arkansas
Registered Investment Advisory firm - (7/3/2007 Terminated)
California
Registered Investment Advisory firm - (6/26/2007 Terminated)
Illinois
Registered Investment Advisory firm - (6/20/2007 Terminated)
Indiana
Registered Investment Advisory firm - (6/25/2007 Terminated)
Nevada
Registered Investment Advisory firm - (7/19/2007 Terminated)
Ohio
Registered Investment Advisory firm - (6/25/2007 Terminated)
Oklahoma
Registered Investment Advisory firm - (6/20/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
Tennessee
Registered Investment Advisory firm - (7/25/2007 Terminated)
Texas
Registered Investment Advisory firm - (6/25/2007 Terminated)
Virginia
Registered Investment Advisory firm - (7/6/2007 Terminated)
Washington
Registered Investment Advisory firm - (6/25/2007 Terminated)
Wisconsin
Registered Investment Advisory firm - (6/25/2007 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
395

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROOKSTONE CAPITAL MANAGEMENT, LLC - FORM ADV PART 2A, APPENDIX 1 - WRAP BROCHURE (7/30/2025)

Regulatory assets under management


Total Number of Accounts73,650
AUM (Assets Under Management)$ 10,409,137,908

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.

Company Information


BROOKSTONE CAPITAL MANAGEMENT LLC

CRD#: 141413

TRUST BUT VERIFY

Monitor David Hill

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics