John Alan Hill

Advisory Advocates LLC

7 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Advisory Advocates LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

134 clients

Average Client Portfolio

$569K average

Assets Under Management

$76.3M

Location

1910 Saint Joe Center Rd, Suite 32, Fort Wayne, IN, 46825

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.

Regulatory

September 2021

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan is the owner and president of Life Financial Wealth Management, through which he offers life and health insurance, as well as annuity products. This activity takes about half of his time.

Employment History

Current Registrations

Advisory Advocates LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Advisory Advocates LLC

October 2021 - November 2021 · 1 mo

Luminist Capital, LLC

June 2020 - March 2022 · 1 yr 9 mos

Wealth Watch Advisors, LLC

April 2018 - June 2020 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.