Unclaimed Profile

William Floyd Hill

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP·SCOTTSDALE, Arizona

SIE, Series 7, Series 9, Series 10, Series 63CFP16 years registeredTHE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

7337 E DOUBLETREE RANCH ROAD, SCOTTSDALE, AZ 85258CRD# 2399670Firm CRD# 165183

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Floyd Hill · SCOTTSDALE, AZ

Registration

CRD #2399670 · THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP · 16 years registered

Brand Profile

Not yet started

Career History

AIM CAPITAL

Oct 2012 – present

LPL FINANCIAL LLC

Mar 2010 – present

LPL FINANCIAL LLC

May 2010 – Dec 2012

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · March 29, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

2011Customer Dispute·Denied

2008Customer Dispute·Denied

2008Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

CRD 165183 · SEC 801-77148

AUM

$254M

Regulatory assets under management

Employees

436 client accounts

Services offered by THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP →

Introduction

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Frequently Asked Questions

What services does William Floyd Hill offer?

William Floyd Hill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are William Floyd Hill's credentials?

William Floyd Hill holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Floyd Hill located?

William Floyd Hill is based in SCOTTSDALE, Arizona, working with THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does William Floyd Hill charge for services?

William Floyd Hill's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP?

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP has approximately 2 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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