Unclaimed Profile

Frank Phillip Hill

MWM ADVISORY SERVICES LLC·LOUISVILLE, Kentucky

SIE, Series 6, Series 7, Series 63, Series 65CFP19 years registeredMWM ADVISORY SERVICES LLC

2600 MEIDINGER TOWER, LOUISVILLE, KY 40202CRD# 2208115Firm CRD# 166411

Profile Verification

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

Identity

Frank Phillip Hill · LOUISVILLE, KY

Registration

CRD #2208115 · MWM ADVISORY SERVICES LLC · 19 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Nov 2018 – present

MWM ADVISORY

Apr 2014 – May 2019

LOUISVILLE, KY

LPL FINANCIAL LLC

Feb 2007 – Dec 2015

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2025Customer Dispute·Pending

2022Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

MWM ADVISORY SERVICES LLC

CRD 166411 · SEC 801-106583

AUM

$71M

Regulatory assets under management

Employees

450 client accounts

Services offered by MWM ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MWM ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Frank Phillip Hill offer?

Frank Phillip Hill specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Frank Phillip Hill's credentials?

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

Where is Frank Phillip Hill located?

Frank Phillip Hill is based in LOUISVILLE, Kentucky, working with MWM ADVISORY SERVICES LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Frank Phillip Hill charge for services?

Frank Phillip Hill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MWM ADVISORY SERVICES LLC?

MWM ADVISORY SERVICES LLC has approximately 16 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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