DH
DH

David Hilton

38 Years of Experience
Los Angeles, CA
1 DisclosureBrokerSells Insurance

David Hilton is a registered investment advisor at Voya Financial Advisors, INC., based in Los Angeles, CA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

8700 Beverly Blvd Suite 1631A, Los Angeles, CA, 90048

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Settled
Other Business ActivitiesSells Insurance

David is an independent insurance agent selling fixed insurance and fixed annuities since 2009. He also works as a tour guide at the Aquarium of the Pacific and owns rental property.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLC
March 2002 - January 2011 · 8 yrs 10 mos
Ing Financial Advisers, LLCBroker
April 2000 - January 2011 · 10 yrs 9 mos
Aetna Financial Services, INC.Broker
April 2000 - September 2000 · 5 mos
Metlife Securities INC.Broker
June 1991 - April 2000 · 8 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
June 1991 - April 2000 · 8 yrs 10 mos
American Express Financial Advisors INC.Broker
September 1987 - May 1991 · 3 yrs 8 mos
State Registrations5 states
AZCACOMINV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Hilton - Financial Advisor | TrueAdvisor