MH
MH

Michelle Hill

24 Years of Experience
Johnson City, TN
1 DisclosureBroker

Michelle Hill is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Johnson City, TN, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

Loading...

Location

1319 Sunset Drive, Suite 201, Johnson City, TN, 37604

Get directions

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.
Financial
October 2024
Pending
Other Business Activities

Michelle is a notary public, notarizing documents and dedicating minimal time to this. She also works in customer service at Maurices selling clothing, shoes, and accessories, spending about three-quarters of her time there.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
June 2012 - Present · 14 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - June 2012 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2012 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.
February 2004 - January 2008 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
October 2001 - January 2008 · 6 yrs 3 mos
State Registrations2 states
TNTX
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.
Michelle Hill - Financial Advisor | TrueAdvisor