BH
CFP
BH
CFP
Benjamin Hill
28 Years of Experience
Westlake Village, CA
2 DisclosuresBrokerSells Insurance
Benjamin Hill is a CFP-designated registered investment advisor, based in Westlake Village, CA, with 28 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2629 Townsgate Road, Suite 215, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2004Settled
Customer Dispute
November 2002Settled
Other Business ActivitiesSells Insurance
Benjamin is the President of Wealth Enhancement & Preservation, Inc. and Galt Financial Group, Inc., spending about half his time on each. He also serves as treasurer of the Pat Tillman Foundation, dedicating minimal time, and is a life insurance agent, spending minimal time on that.
Employment History
Current Registrations
Galt Financial Group, INC.Broker
September 2008 - Present · 18 yrs 1 mo
Wealth Enhancement & Preservation, INC.
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Manchester Financial INC
June 2005 - August 2008 · 3 yrs 2 mos
Associated Planners Investment Advisory INC
August 1999 - August 2008 · 9 yrs
Associated Securities CORP.Broker
December 1997 - August 2008 · 10 yrs 8 mos
State Registrations10 states
AZCAHINVNYOHORTXUTWA
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.
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