![Whitney Hill, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
Whitney Hill (CRD# 7748299) is an Investment Advisor Representative working at Creative Planning in Durham, NC and has 1 year of experience in the finance industry. Whitney Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
![Leon Abbas, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1158688
Townsend Asset Management Corp.
![Scott Abee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Creative Planning LLC | Overland Park, KS | Apr 2023 - Current | 1 |
Satin Project LLC | Columbus, OH | Sep 2019 - Current | 4 |
Collective Wealth Partners | Durham, NC | Mar 2022 - Mar 2023 | 1 |
Grid 202 Partners | Durham, NC | Jun 2020 - Mar 2022 | 1 |
Beyond Hope LLC | Athens, OH | May 2016 - May 2020 | 4 |
Prince William County Police Department | Prince William County, VA | Jul 2013 - Apr 2016 | 2 |
- NC
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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