DH
DH

David Hill

27 Years of Experience
Las Cruces, NM
2 DisclosuresBrokerSells Insurance

David Hill is a registered investment advisor at Independent Financial Group, LLC, based in Las Cruces, NM, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

545 N Main Street, Las Cruces, NM, 88001

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History

Regulatory History (2)
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.
Employment Separation After Allegations
July 2017
Customer Dispute
March 2007
Denied
Other Business ActivitiesSells Insurance

David is an insurance agent offering various types of insurance products, dedicating minimal time to this activity. He also buys and sells vehicles, owns rental property, operates David Hill Financial LLC and High Desert Wealth LLC for marketing purposes, and prepares tax returns.

Employment History
Current Registrations
Independent Financial Group, LLC
August 2017 - Present · 8 yrs 9 mos
Independent Financial Group, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
LPL Financial LLC
July 2009 - August 2017 · 8 yrs 1 mo
LPL Financial LLCBroker
July 2009 - August 2017 · 8 yrs 1 mo
Edward Jones
March 2007 - July 2009 · 2 yrs 4 mos
Edward JonesBroker
July 1998 - July 2009 · 11 yrs
State Registrations15 states
AKAZCACOGAHIIDNMNYOKPATXVAWIWY
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.