TrueAdvisor
TrueAdvisor
AH
CFP
AH
CFP

Adam Hill

LPL Financial LLC
32 Years of Experience
New Albany, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Hill is a CFP-designated registered investment advisor at LPL Financial LLC, based in New Albany, OH, with 32 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6530 W Campus Oval Ste 320, New Albany, OH, 43054

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adam operates under the DBA Maxwell Financial Management for his LPL business since 2016. He also has a business entity, ATHILL44 Inc, for tax/investment purposes since 2019, and is a life insurance agent since 1993, dedicating a few hours per week to it.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
LPL Financial LLC
October 2019 - Present · 7 yrs
Previous Registrations
Fsc Securities CorporationBroker
November 2005 - October 2019 · 13 yrs 11 mos
Fsc Securities Corporation
November 2005 - October 2019 · 13 yrs 11 mos
Lincoln Financial Advisors Corporation
January 2001 - November 2005 · 4 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
November 1993 - November 2005 · 12 yrs
The Lincoln National Life Insurance CompanyBroker
November 1993 - November 2005 · 12 yrs
State Registrations23 states
ARAZCACOFLIDILINLAMDMIMNNCNJNVOHPASCTXUTVAWAWI
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.
More Advisors
More financial advisors in New Albany, OH →All financial advisors in Ohio →