Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Watson Hall is a financial advisor with over 24 years of experience in the financial services industry. Adam currently works for LPL Financial LLC and has been registered with the firm since February 2010. Prior to joining LPL, Adam worked for VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY. Adam holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Adam also holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
01/02/2018 - Present
LPL Financial LLC (GOLDEN CO)
CO
02/23/1999 - 02/18/2010
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
TX
03/24/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 02/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Hall is the right advisor for you? Invested Better is here to help.
