Frank Phillip Hill

Current Employers

Employment History

• 02/2007 → 11/2018
  Lpl Financial, Llc
  Louisville, KY
• 01/2007 → 11/2018
  Mwm Advisory / Meritrust Wealth Management
  Louisville, KY
• 11/2018 → Present
  Kestra Investment Services, Llc
  Louisville, KY
• 11/2018 → Present
  Kestra Advisory Services, Llc
  Louisville, KY

Previous Registrations

• 2014-04-30 → 2019-05-07
  Mwm Advisory
  Louisville, KY
• 2007-02-12 → 2015-12-03
  Lpl Financial Llc
  Louisville, KY
  Louisville, KY
  Fort Mill, SC
  Louisville, KY

Other Businesses

Business Name: Meritrust Wealth Management Investment Related: Yes Address: 462 S. 4th Street, Suite 2600 Louisville KY 40202 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Senior Wealth Manager Start Date: 11/16/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Developing and implementing comprehensive financial plansBusiness Name: Synergy Wealth Management Investment Related: Yes Address: 1906 Decatur Dr Louisville KY 40218 Nature of Business: Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Sole owner. President. Start Date: 2/7/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Manage clients' investment and insurance related products. Business Name: Louisville Collegiate School Board of Trustees Investment Related: No Address: 2427 Glenmary Avenue Louisville KY 40204 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President, Board of Trustees Start Date: 8/1/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Working directly with the Head of School on related matters and running board and committee meetings for activities related to school governance Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner, Senior Financial Advisor Start Date: 11/16/2018 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Provide financial advice and Investment Management services CRUMP AFFLUENT MARKETS GROUP POSITION: insurance Agent/Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/03/2018 ADDRESS: 462 S. 4th Street, Suite 2610, Louisville KY 40218, United States DESCRIPTION: Solicit, sell, service and manage various insurance products/contracts FFR INSURANCE POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/03/2022 ADDRESS: 462 S. 4th Street, Suite 2610, Louisville KY 40218, United States DESCRIPTION: Sell, service and manage insurance related contracts

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-29
• S63 Uniform Securities Agent State Law Examination
  1992-01-27

Designations