CH
CH

Charles Hill

17 Years of Experience
Dublin, OH
Broker

Charles Hill is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Dublin, OH, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

6320 Frantz Rd, Dublin, OH, 43017

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 →
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
October 2024 - February 2026 · 1 yr 4 mos
U.S. Bancorp Investments, INC.Broker
September 2024 - February 2026 · 1 yr 5 mos
Key Investment Services LLCBroker
June 2023 - October 2024 · 1 yr 4 mos
Key Investment Services LLC
June 2023 - October 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - May 2023 · 2 yrs 9 mos
LPL Financial LLCBroker
December 2019 - July 2020 · 7 mos
J.P. Morgan Securities LLCBroker
March 2013 - August 2019 · 6 yrs 5 mos
Chase Investment Services CORP.Broker
February 2010 - August 2011 · 1 yr 6 mos
State Farm Vp Management CORP.Broker
February 2009 - April 2009 · 2 mos
Lincoln Financial Advisors Corporation
January 2006 - January 2009 · 3 yrs
Lincoln Financial Advisors CorporationBroker
December 2005 - January 2009 · 3 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
December 2005 - June 2006 · 6 mos
State Registrations7 states
ALFLHIKYNCOHSC
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.
Charles Hill - Financial Advisor | TrueAdvisor