Unclaimed
Adrian Lea Hall is a registered representative and investment advisor representative with LPL Financial LLC. Adrian has been in the industry since 2015 and has experience working in Waynesboro, Virginia and Lottsburg, Virginia. Adrian has passed several industry exams including the Series 7, Series 24, Series 51, and Series 66 exams. Adrian is registered with the state of Virginia. Adrian provides a variety of services to clients including financial planning, portfolio management, and consulting. Adrian is committed to providing clients with the highest quality of service and expertise.
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.
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2
VA
01/24/2019 - Present
LPL Financial LLC (WAYNESBORO VA)
VA
06/01/2015 - 05/09/2016
LPL FINANCIAL LLC (WAYNESBORO VA)
BOTH
Issued 01/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2016
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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