KH
KH

Kaitlyn Hill

2 Years of Experience
Eugene, OR
Broker

Kaitlyn Hill is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 2 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

79 Centennial Loop, Eugene, OR, 97401

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 →
Other Business Activities

Kaitlyn works as a vendor at an antique booth and fills in as a cashier/employee on weekends, dedicating minimal time to this non-investment related activity. She also works as a staff accountant and client service associate for a CPA firm, preparing tax returns and doing bookkeeping, which takes about 20% of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 8 mos
Cetera Financial Specialists LLCBroker
July 2023 - Present · 3 yrs 2 mos
State Registrations1 state
OR
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.