JH
CFP
JH
CFP

James Hill

11 Years of Experience
Holland, MI
BrokerSells Insurance

James Hill is a CFP-designated registered investment advisor, based in Holland, MI, with 11 years of industry experience.

Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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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.

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Other Business ActivitiesSells Insurance

James sells fixed and traditional insurance products as an agent, dedicating about 10-20% of his time. He is also the President/Owner of Trustment, LLC, providing financial services, consulting, and insurance services full-time, and a Registered Representative with Purshe Kaplan Sterling Investments, selling commission-based investment products a few hours per week. James is also a Financial Advisor for Advisory Alpha, LLC full-time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2023 - Present · 3 yrs 8 mos
Advisory Alpha, LLC
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2015 - January 2023 · 8 yrs
Cambridge Investment Research, INC.Broker
January 2015 - January 2023 · 8 yrs
State Registrations4 states
COFLINMI
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.
James Hill - Financial Advisor | TrueAdvisor