BH
CFP
BH
CFP

Brian Hill

30 Years of Experience
Jackson, MS
1 DisclosureBrokerSells Insurance

Brian Hill is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jackson, MS, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4500 I-55 North, Ste. 280, Jackson, MS, 39211

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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
February 2016
Denied
Other Business ActivitiesSells Insurance

Brian has a non-variable insurance DBA since 2004 and is involved with Mark Wall & Company, LLC selling fixed insurance, dedicating about 10-20% of his time. He also has passive investments in H2 Energy, LLC and Big Boy, LLC, requiring no time commitment.

Employment History
Current Registrations
LPL Financial LLC
May 2004 - Present · 22 yrs 2 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs 2 mos
Previous Registrations
Ws Griffith Securities, INC.Broker
September 1998 - May 2004 · 5 yrs 8 mos
Sterne, Agee & Leach, INC.Broker
December 1995 - September 1998 · 2 yrs 9 mos
Smith Barney INC.Broker
June 1995 - August 1995 · 2 mos
State Registrations14 states
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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.